PinnedDuration and Convexity [Concepts Series]Duration is a fundamental financial concept, but it’s more part of the fixed income investor toolkit than the equity investors’. For…Sep 2, 20201Sep 2, 20201
Published inIndexYes, the Pandemic Could Ultimately Save the Coworking IndustryDropbox, WeWork, and Google all think they have the playbook for the part-time officeJan 5, 20217Jan 5, 20217
Published inMarkerWhy the Survival of the Airlines Depends on Frequent Flyer ProgramsIt turns out frequent flyer programs are worth more than the airlines themselvesSep 29, 20207Sep 29, 20207
Published inMarkerNo One’s Splitting the Bill, But Venmo Is SurgingHow Venmo has become PayPal’s pandemic secret weaponSep 9, 20204Sep 9, 20204
Discounted Cash Flow [Concepts Series]Economics nerds always complain that you should never compare stocks to flows. It’s meaningless to say that one company’s cash on hand is…Aug 24, 20201Aug 24, 20201
Published inMarkerHow DraftKings Stayed Competitive in a World Without SportsHere’s why investors are bullish on a fantasy sports betting company that went public when sports and casinos were shut downAug 24, 2020Aug 24, 2020
Years Matter More Than Ears When Evaluating Music InvestmentsYou don’t have to understand why a catalog keeps on producing royalties to know that it does.Aug 17, 2020Aug 17, 2020
Published inMarkerWhat Exactly Is Uber’s End Game?Food delivery is a losing game — so why is the most aggressive unicorn on the planet betting everything on it?Jul 29, 20208Jul 29, 20208
Published inMarkerWhy SPACs Are the New IPOThe traditional route to going public is too slow for companies that want to cash in on hypeJul 28, 20201Jul 28, 20201
Why Are Toys Such a Bad Business?This is the once-a-week free edition of The Diff, the newsletter about inflections in finance and technology. The free edition goes out to…Jul 10, 2020Jul 10, 2020
![Duration and Convexity [Concepts Series]](https://miro.medium.com/v2/resize:fill:160:106/1*sId1I-O1GXScie24NpUXyQ.png)
![Duration and Convexity [Concepts Series]](https://miro.medium.com/v2/resize:fill:320:214/1*sId1I-O1GXScie24NpUXyQ.png)
![Discounted Cash Flow [Concepts Series]](https://miro.medium.com/v2/resize:fill:160:106/1*JomuhCQR9zZNPV4VyhlkZg.png)
![Discounted Cash Flow [Concepts Series]](https://miro.medium.com/v2/resize:fill:320:214/1*JomuhCQR9zZNPV4VyhlkZg.png)
