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 […]
Category Archives: SAMPLE POSTS
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 […]
Online dating has easy parallels to other online social experiences that if taken too seriously can lead to dubious outcomes. A dating app is like social media in that there are lots of people broadcasting themselves, making connections, and seeking validation. You might “like” a photo on Instagram as you might right-swipe on a photo […]
No analysis of the North American railroad industry would be complete without a discussion of Hunter Harrison as no single person has had a bigger impact on the operating performance of Class 1 railroads over the last 25 years. A lifelong railroader who began his career oiling railcars in the early ‘60s when he was […]
Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting on what it is that got people excited about Adyen in the first place. In a typical online transaction, a shopper’s credit card details are picked up and encrypted by a gateway, then routed to the appropriate merchant acquirer. The […]
Happy holidays everyone, This post will kick off an annual tradition where I provide brief summaries of blog posts published during the year. As always, I’ll discuss my thoughts on the business of scuttleblurb in my annual interview with LibertyRPF. Most of the text in the summaries below is extracted directly from the write-ups and […]