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Magalu: Inside Brazil's Omnichannel Powerhouse
Friday, August 13, 2021
Plus! The Privacy/Security/Centralization Axes; Factors of Production; VPNs and Streaming Price Discrimination; The Belt and Road Alternative; Privacy and Tradeoffs
Longreads + Open Thread
Saturday, July 31, 2021
Precariat, Metaverse, Olympics, Patronage, Warp Speed, Strauss, Oil, Bonds
You And Your Investment Research
Friday, July 30, 2021
Plus! A Successful IPO from Robinhood; Convergence; Underinvestment; Consumer-Friendly Defaults; The Amazon Rollup Boom
Longreads + Open Thread
Saturday, July 24, 2021
Spreadsheets, Piracy, Owning Data, GDP-Linked Bonds, Climate Catastrophe-Linked Bonds, Young Adult Fiction, Griddles, War, Fracking, Code
Taking Strategy Seriously
Friday, July 23, 2021
Plus! Errata, Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil; Recapitalized
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