STROTW 07-08-2022
Enjoy!
(i) Anatomy of a High Yield Credit Freeze
Hard to summarize, but I enjoyed the bits about translating higher rates to the unit economics of auto finance.
(ii) 🎙Dan McMurtrie: Resilience, Recovery, and Longevity in Investing
A great pep talk for the current environment.
(iii) Sohra Peak: Dino Polska
A long presentation on a special Polish grocer.
Funny they note one of their mistakes was not participating more in late stage venture co-invests. Also see: Coatue Presentation to Investors Kind of an odd presentation that’s been making the rounds about contextualizing the growth sell-off.
(v) FastCompany: I spent six weeks living in A24-world. Here’s what happened
People love A24.