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Flywire's Flywheel
FinTech Fixing to Flip the Faulty Narrative
Jul 29, 2025
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The Price of Time
Key Takeaways from Edward Chancellor's ‘The Price of Time’
22 hrs ago
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8
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PAR’s Path to $80 Redux
Godot Finally Arrives
Mar 24, 2024
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56
9
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Paving the Road to Alpha
Long CRH
Nov 10, 2023
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40
3
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Chip Wars
Summary of 'Chips Wars' by Chris Miller, the History of the Semi Conductor Industry and the Potential Geopolitical (and Investing) Implications
Sep 10, 2023
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32
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Software Siphon
An Updated Look at Stock Comp in Software
Jun 13, 2023
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22
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The Big Long? A Deep Dive on US Housing (Part 6)
What Drives Home Prices and Buy vs Rent
Sep 22, 2022
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25
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Extreme Visibility
Update on a Top Long Idea: Extreme Networks (EXTR)
Aug 4, 2022
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Voss Capital
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