Sitemap - 2020 - Tanay’s Newsletter
The rise of intangibles and the demise of accounting
The Long-termism of the Stock Market
What if Amazon or Google builds this?
Airbnb and the COVID-19 Recovery
Doordash and Profitable Food Delivery
Making sense of the stock market
The Apple App Store and Market Power
Zoom's earnings and the importance and perils of forecasting
Lies, Damned Lies, and Stock-based Compensation