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Lessons from the Yale Endowment
and from my favorite investor David Swensen
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1
The Best Businesses are the Worst
the worst!
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MoneyLemma: Healthcare
paying for the worst
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This shit is bananas
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The $2 trillion market you’ve never heard of
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How Much Do Rideshare Drivers Make in an Hour?
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Where is all the money in the world? (part 2)
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Why did Venture Capitalists give to $5 billion q-commerce companies in 2021?
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[repost] Judge Judy's recurring revenue
hope you enjoyed the holidays!
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[repost] A deep dive on the most successful band of all time
Updating old posts and re-posting one. happy thanksgiving!
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Shrinkage is growing
panic! panic! panic!
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Pricing Power is Divine
Or 6 ways the reformation could have been avoided
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What can we learn from business placebos?
quick thoughts on the placebo effect
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the franchise model
Before blockchain, fast food made decentralization cool
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Differentiated isn’t different
different and differentiated are different
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MoneyLemma
the overlap between your world and the world of money
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