July 28, 2019
Howard Marks' latest memo on the economy, WeWork's CEO cashes out prior to IPO, the trust crisis, Duolingo's $700M language learning app, and more.
July 20, 2019
Letter to Learners #1, Ray Dalio's prediction of a coming economic paradigm shift, history of SaaS company valuations, Scott Kupor on startups, and more.
July 13, 2019
Bill Gurley on the keys to a 10X revenue multiple, negative yielding junk bonds, the paradox of choices, big data and real estate, Amazon turns 25, and more.
July 7, 2019
Misconceptions about renewable energy, defining and investing in network effects, improving corporate governance with long term incentives, overstated earnings.
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