Research & Insights

Research & Insights

Issue #14

Using time arbitrage to beat the market; Netflix meets Shopify; Can human innovation solve our global trash problem?

Issue #13

"Ignore 98% of what you hear in analyst calls"—investing lessons from the departing editor of Fortune; A big battery made of... concrete?; How stock buybacks help explain the global chip shortage.

Issue #12

The future of travel looks a lot like living; "Put all your eggs in one basket—and watch the basket carefully"; The little engine that could.

Issue #11

The asymmetric upside of implausible ideas; A glimpse at our holographic futures; A new book on noise, decision-making, and the limits of human judgement.

Issue #10

James Anderson: "The secret to successful investing is understanding change, how it happens, how much happens and its implications.”; What if SpaceX's Starship changes everything?; A decade-long disruption across energy, food, materials— and knowledge.

Issue #9

Anchor is to Spotify—as Instagram was to Facebook?; Successful companies need loving customers; It's not Shopify vs. Amazon—it's Shopify + Amazon.

Issue #8

Solar and wind can capture 100 times the current demand for global energy; Amazon's Jeff Wilke: Focus on the inputs, not the outputs; A deep-dive on Tesla's structural battery pack advantages; The $100 million deli owned by institutional investors.

Issue #7

Are you down with VPP? (Yeah, you know me); As an investor, are you an (a) assassin, (b) rabbit, (c) hunter, (d) connoisseur, or a (e) raider?; The $41 trillion question: Do investment consultants provide value?; Can Vimeo become the Youtube-as-a-Service platform for creators?

Issue #6

Being certain about uncertainty; Jeff Bezos on the value of originality; Poker & Investing; Electric charges made against a big battery SPAC.

Issue #5

How the color red influences investor behaviors and actions; $123 billion in long-term equity declines across the fossil fuel sector; Are we about to see an epic boom in entrepreneurship?; The four pillars of Shopify.

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