Finance as culture (luttig.substack.com)
financialization is no longer purely institutional. it has seeped into our culture.
7 Points
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Finance
Newsletter Issues
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How To Get Rich (Slowly) (kjlabuz.substack.com)
Lessons from Berkshire Hathaway’s 2020 Annual Letter
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The Great Beanie Baby Bubble (kjlabuz.substack.com)
Valuable Lessons from Worthless Toys
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Revenue: It’s Simple, Until It Isn’t (every.to)
Finally, a clear explanation of bookings, billings and revenue
6 PointsUpvote -
Bring In The Social… FinTech Is Getting Wavy! (maried.substack.com)
There’s a cultural generalization that talking about money should be taboo, but the reality is that the topic of finance fires up curiosity and conversation. Social dynamics shake up and accentuate interactions around money in younger generations between friends or within communities. Fintech, which has been witnessing this social upheaval in recent years, now offers new community experiences.
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Joke Capital (themargins.substack.com)
GameStop Populism and the Desire for Narrative
8 PointsUpvote -
#58 – Time and Patience – Part 1 (kjlabuz.substack.com)
Nomad Investment Partnership: Process & Philosophy
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The State of Micro Private Equity (thegeneralist.substack.com)
🎧 Listen to the audio here Not every empire is built. A brief look, if you will, at Uncle Sam’s portfolio: 1803: Louisiana purchased from France for $15 million, or three cents per acre. 1848: California, Nevada, Utah purchased from Mexico for $18.25 million, or 21 cents per acre.
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Affirm: The Morality of Money (thegeneralist.substack.com)
Affirm in 1 minute PayPal co-founder Max Levchin is back. Affirm, the “buy now, pay later” solution led by Levchin is slated to list on the Nasdaq before the year is out. The wisdom of the company’s mooted $10 billion valuation may depend on the perspective of the investor in question. Is Affirm a lender, selling a commoditized product? Or is it a payments network, capitalizing on changing consumer preferences to steal share from big banks? For Levchin, Affirm’s disruption of traditional finance is not just a commercial opportunity but a moral imperative.
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Contrarian Letter #5 (contrarianliving.substack.com)
Philanthropy, Death, Industry Secrets, WhatsApp, Books, & The Slice
6 PointsUpvote -
The Disappearing Bank (thegeneralist.substack.com)
Brief: Banks are increasingly replaceable. “Embedded finance” makes it easy to deliver financial services in context. Over time, that may result in money gravitating towards influencer-run financial institutions. This could have significant ramifications for how society manages its surplus.
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The Stock Market Is Less Disconnected From the “Real Economy” Th (nathantankus.substack.com)
Stock Market Indices Aren’t The Stock Market
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IPO Brief – Week #39 (buttondown.email)
IPO Brief is a weekly newsletter with information about all the companies planning to go public into the stock market in a given week and a lot of relevant information from each.
9 PointsUpvote -
An “Unbook” Review of Morgan Housel's The Psychology of Mone (mazwoodcap.substack.com)
My favorite lines from “The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness.”
8 PointsUpvote
