The Diff - Longreads + Open Thread
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The Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
Friday, August 20, 2021
Plus! What's Big on Facebook; OnlyClothed?; Elite Overproduction as Risk Aversion; A Second Cleantech Boom; Chip Consolidation
Longreads + Open Thread
Saturday, August 14, 2021
Risk, Reverse Engineering, Perspective, Software, Creators, Mortgages, Big Business
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
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