Hello All— I will be in Kansas City, LA/San Diego, Fort Lauderdale/Miami, & NYC over the next few weeks. If you’d like to meet up give me a shout.
Enjoy!
(i) Freightwaves: Mom and pops are taking significant share of trucking industry
On the history of trucking, intermodal and (lack of) consolidation. If anyone would like to talk transportation & logistics please reach out.
(ii) MBI : A New Position in Adyen
I feel like the payments space is the most “covered“ fascination of the investing substack world. I guess it’s worth wondering why that is. Also: $ADYEN's free fall - PART1. And FIS/JKHY/FI.
(iii) How populist "entrepreneur" Vivek Ramaswamy got rich (Twitter)
Filed under: Bill Ackman’s twitter presence is not doing him any favors. Also this take was very funny: Max Read: Notes toward a theory of the millennial ambition psycho.
(iv) Web Scraping for Me, But Not for Thee
Historical context on the legal attempts at limiting web scraping and its renewed relevance for LLMs. Interesting from a property rights perspective.
(v) Contrary Research: The Decarbonized Economy
High level and pretty self-explanatory. Also see: Marginal Revolution: Austin Vernon on the IRA (from my email). And, the true contrarians: Texas Monthly: In the Aging Oil Business, These Young CEOs Stand Out.
(vi) Bloomberg: The Kingdom of Golf Carts
Related to the last bullet. My model here is that liberals like canoes, kayaks and e-bikes and conservatives like motorboats and golf carts.