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Things I used to put on the slides for the capital markets class, but now I just post them here.

Featured articles

[Week 32, 2025] Margins, Measures, and Moral Hazards

[Week 31, 2025] Delegates and Drivers

[Week 30, 2025] Stars and Stocks

[Week 29, 2025] Guessing Games

[Week 28, 2025] Blurred Lines

[Week 27, 2025] Overcast and Overfit

[Week 26, 2025] Portfolio Logic

[Week 25, 2025] Imitation and Inheritance

[Week 24, 2025] Capital Allocation and Human Resource Problems

08
Aug

[Week 32, 2025] Margins, Measures, and Moral Hazards

3 min read
02
Aug

[Week 31, 2025] Delegates and Drivers

2 min read
26
Jul

[Week 30, 2025] Stars and Stocks

2 min read
19
Jul

[Week 29, 2025] Guessing Games

2 min read
13
Jul

[Week 28, 2025] Blurred Lines

3 min read