I recently did an interview with my friend @LibertyRPF, who publishes an insightful newsletter covering tech, science, investing, and various other topics. It is one of my morning staples. You can access the original interview here. Q: Hey David! It’s been a little over a year since we last did this [see 𝕊𝕡𝕖𝕔𝕚𝕒𝕝 𝔼𝕕𝕚𝕥𝕚𝕠𝕟 #𝟙 for our first […]
Category Archives: SAMPLE POSTS
A few weeks ago, I did an interview with Mirakle, a Korean language business newsletter (link) Below is the English version: Thank you so much for the opportunity – My first language is not English and although I have learned English for 6 years in regular school system in South Korea, my written English may […]
Cimpress is a fine business that has been in search of strategic direction for the last 6-7 years, groping for the right balance between value-added customization and low-cost production. These two sources of differentiation are often at odds because the scale economies required to claim a cost advantage depend on running lots and lots of […]
Trivago’s “relevance assessment dimension”, implemented in late 2016, is an algorithmic adjustment that compels hotel advertisers to improve their landing sites and booking engines if they want to rank higher in trivago’s search results. The idea is that while the user experience starts with a room search on trivago, it extends to when she clicks off […]
There was a time, not too long ago, when an investor could treat IAC as a collection of binary early stage bets anchored by a few more mature and profitable entities. To most, IAC’s 12% passive minority stake in MGM, acquired near the COVID lows, was a weird one-off opportunistic gambit that could be marked […]
I have a post on APi Group and Amphenol coming toward the end of the month but before then I wanted to offer some thoughts on Charles Schwab. Nothing here is investment advice. Last week I was joking with my friends LibertyRPF and MBI that Twitter felt like a time machine taking me back to […]
Original post: some thoughts on Charles Schwab, published Mar. 12, 2023: In The Media Very Rarely Lies, Scott Alexander writes: the media rarely lies explicitly and directly. Reporters rarely say specific things they know to be false. When the media misinforms people, it does so by misinterpreting things, excluding context, or signal-boosting some events while […]
I plan to spend the next month re-surveying the payments landscape, mostly updating my views on companies I’ve discussed in the past but also maybe laying some groundwork on a few new names. The next few posts will be a loosely organized jumble of thoughts. I don’t know where this is going or how it […]