Enjoy!
(i) Twitter: Big, exciting, decade+ long opportunities in capital markets.
Some thematic ideas.
(ii) The Freight Pod: Episode #1: Kevin Nolan
Andrew Silver, who founded MoLo Solutions (sold to ArcBest for $300mm in 2021), has started a podcast. Here he interviews Kevin Nolan, who founded three multi-bn$ freight businesses. Great interview. Related: Brad Jacobs wrote a book. And: Armstrong & Associates 2023 3PL Value Creation North America Summit— I will be speaking on the private equity panel :)
(iii) USA v Google LLC
For the #LinaKhanPilled. Also, perhaps a useful AdTech primer.
(iv) Sub-stock Roundup:
(v) Flyover Stocks: Why Network Effects Unravel
Useful perspective/model, although I can probably think of better examples.
(vi) DIY Geoengineering: The Whitepaper
I thought this was funny by virtue of its specificity detail and absurdity. Also latest on geothermal: Vox: Is the future of energy ... pouring water on hot rocks in the ground?
(vii) Construction Physics: How Washington DC Got Its Metro
The largest post-war metro system in the US.
(viii) Sofia Coppola’s Favorite Movies: 18 Films the ‘Lost in Translation’ Director Wants You to See
A list. And: The Generalist: A24: The Rise of a Cultural Conglomerate. And: NYT: In Rome, It’s Luxury vs. Squalor.