Enjoy!
(i) The Learning Mindset for Investors with Alix Pasquet
Some of this is insane but hard to listen and not come away with something valuable (well done).
(ii) Contrary Research: Databricks vs Snowflake
Check out the library here. Great stuff. Also in long write-ups: Patient Capital: FEMSA: A Trip to Mexico and the Largest C-Store Chain You Never Heard of (FMX:US)
(iii) Meet the Bird 'Fleet Managers' Who Hunt and Release E-Scooters in Downtown Los Angeles
“For deploying, charging and fixing a fleet of about 150 scooters, 100 of which are on the street at any given time, Aceves takes home on average $4,500 per month after expenses.“ Damn.
(iv) Below the Line from Kevin LaBuz: #139 - Slimming Down
Good round-up of what’s happening in Ecommerce. Also this is very funny: (Twitter) Running journal over the course of GS TMT conference.
(v) Devon Zuegel: Inside Argentina's currency exchange black markets
In preview: Crypto.