Add to your lists

Recommended Content

Picture of Apricitas Economics
Apricitas Economics
Website logo

Charting the Largest Tariff Hike in Modern History

April 12, 2025, 5:26 p.m.

No Paywall
Picture of Net Interest
Net Interest
Website logo

Bond Vigilantes

April 12, 2025, 11:02 a.m.

Some Paywall
Picture of Fabricated Knowledge
Fabricated Knowledge
Website logo

After the Fallout: Yields Spiral

April 11, 2025, 3:15 p.m.

Some Paywall
Picture of 01Core
01Core
Website logo

Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)

April 11, 2025, 1:31 p.m.

No Paywall
Picture of Stratechery - Spotify
Stratechery - Spotify
Website logo

Trade, Tariffs, and Tech

April 7, 2025, 8:41 p.m.

Paywall
FinBrowser logo
Login Sign Up

How would you rate this source in terms of content quality?
Source Picture

The Diff

Picture of The Diff

Tags

Deep-Dives

Similiar Sources

Picture of Alex Danco's Newsletter
Alex Danco's Newsletter
Tech - Analysis 9.0
Picture of Brief Thoughts
Brief Thoughts
Tech - Analysis 9.3
Picture of Convequity
Convequity
Tech - Analysis 9.5
Picture of From Growth to Value
From Growth to Value
Tech - Analysis 9.0
Picture of GoldenLake’s Deep Dives
GoldenLake’s Deep Dives
Tech - Analysis 8.0
Picture of Growth Stock Investing
Growth Stock Investing
Tech - Analysis 9.0
Picture of Investment Ideas by Antonio
Investment Ideas by Antonio
Tech - Analysis 8.3
Picture of luttig's learnings
luttig's learnings
Tech - Analysis 9.0
Picture of MBI Deep Dives
MBI Deep Dives
Tech - Analysis 9.7
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Tech - Analysis 9.7

Summary

Sector Tech
Content Type Analysis
Website Substack
Paywall Yes

Ratings

Average Rating 9.0
Ratings 1
Your Rating Rate
Ranking 75

Content

Picture of The Diff
The Diff
Website logo

On Betting Against the Hong Kong Dollar

Dec. 13, 2022, 1:43 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

"A Solution in Search of a Problem" is a Low-Rates Phenomenon

Dec. 12, 2022, 1:05 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

Grab: Building a Bank the Hard Way

Dec. 9, 2022, 1:38 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

Is $80 Trillion a Big Number or Not?

Dec. 8, 2022, 1:06 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

Hot Potatoes

Dec. 6, 2022, 2:58 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

The Uses of Friction

Dec. 5, 2022, 1:46 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

GitLab, Tools, and Strategy

Dec. 2, 2022, 1:29 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

Tech Industry Productivity is Relatively Overstated (Because It's More Easily Measured)

Dec. 1, 2022, 1:05 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

Transformative Transactions

Nov. 29, 2022, 12:49 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

Why Finance is Hard to Decentralize

Nov. 28, 2022, 1:18 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

Ubiquiti and True Founder Control

Nov. 25, 2022, 2:42 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

Kweichow Moutai and Corruption Bets

Nov. 22, 2022, 1:58 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

What Part of the System Needs to be Smart?

Nov. 21, 2022, 1:47 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

Is AI a Product or a Feature?

Nov. 18, 2022, 1:04 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

Startup as War Economy

Nov. 17, 2022, 1:33 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

The iMessage Strategy

Nov. 15, 2022, 1:27 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

Money, Credit, Trust, and FTX

Nov. 14, 2022, 1:41 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

What Can Startups Learn from the Grocery Business?

Nov. 11, 2022, 1:09 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

The Instacart Equation

Nov. 10, 2022, 12:52 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

FTX, RIP

Nov. 8, 2022, 9:10 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

The Beloved Local Grocery Store Chain Model

Nov. 8, 2022, 12:47 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

Kroger / Albertsons: Buying Data in Bulk

Nov. 7, 2022, 12:56 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

Roblox: Checking in on the Current Metaverse

Nov. 4, 2022, 12:14 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

Are There Any Cheap Options on Talent Left?

Nov. 3, 2022, 12:12 p.m.

Paywall
Picture of The Diff
The Diff
Website logo

How Do You Tax a Windfall, Anyway?

Nov. 1, 2022, 12:18 p.m.

Paywall