Sitemap - 2020 - Buy the Rumor; Sell the News
Battling the Regulatory Hegemon
McDonald's is a Large Real Estate Company
The Call Option on New York City's Future
Weird Pricing of Private Securities
A Theory for Increasing Your Company's Chance of Survival
The Second Order Effects of Work From Home
Is the Boom in the Sports Cards Collectible Market Sustainable?
Dropbox & Box vs Apple, Amazon, Microsoft, and Google
Grocery Stores Can't Do Curbside Pickup Profitably
Quick Thoughts on SPACs and Misaligned Incentives
The Power of "I don't Know"; OpenDoor Got SPAC'd
Peloton; Work From Home (AKA Remote Work); More SPACs; Long-Term Stock Exchange
Why is Pershing Square's SPAC Different? What's a Tontine? Why Should I care?
What Makes a Good Acquisition Candidate for a SPAC?
Will SPACs Save the Public Markets?
Adventures in (Thinking About) Selling on Amazon
Only Connect: how to Pitch Investors
Business Constraints are Always and Everywhere a Balance Sheet Phenomenon