Enjoy!
(i) KKR & Co. Inc: Private Credit Overview
More on the unbundling of banking.
(ii) The Brooklyn Investor: Graham and Dudville
This guy is writing again. I find his perspective measured and refreshing.
(iii) Matthew Ball: Big Tech’s Biggest Bets (Or What It Takes to Build a Billion-User Platform)
Self-explanatory but some high quality charts and perspectives I hadn’t heard. Also see: Coatue: EMW 2023 Presentation. Also: T-swift back-of-the-envelope Eras tour economics.
(iv) Uber Freight: Network Optimization White Paper
On the backhaul capacity opportunity and inefficiency in freight.