Enjoy!
(i) MD&A: Unconventional Strategies - What Happened to Southwest?
I love this person’s writing. Raises the general question of what happens when you counter-position and take things to the extreme. Also, MD&A Deregulation and Airfares.
(ii) The Honest Broker: What Can We Learn from Barnes & Noble's Surprising Turnaround?
Mostly qualitative but a great point.
(iii) Phenomenal World: Droughts and Dams: The troubled future of World Bank-funded hydropower in Zambia
Case study showing just how insanely difficult it is to shift the grid in EM.
(iv) Micromobility's Path to Profit w/ Zoba, Yego, Spin, & Oversharing
Also see: McKinsey on shared mobility Somewhat ironic that no one on the panel is in fact profitable. I know it’s a contrarian view, but I think that micromobility is here to stay and could actually generate value.
(v) Some ideas on the internet:
DCC plc: Extremely Unsexy Business Meets Sexy Track Record at a Super Sexy Valuation
Imagine the mother of all offshore rig consolidations, then multiply it by four
(vi) Andrew Batson: The best music I heard in 2022
Enjoyed this list (for the so inclined).