« You know about The Winner’s Curse, right? Any winning bid must be at the high tail of the distribution of bids (b/c it won), meaning the acquirer probably overpaid. »
creating value versus extracting value
Lynn Parramore wrote an article for Evonomics titled Business Schools Should Start Teaching How to Create Value, Not Extract It! The article addresses executive pay, inequality, and short-termism. Continue reading “creating value versus extracting value”
Stratechery analysis of the WeWork IPO
Ben Thompson of Stratechery wrote an analysis of the WeWork IPO.
« WeWork’s offering transforms real estate into a variable cost for all kinds of companies, with benefits that roughly mirror public clouds. » Continue reading “Stratechery analysis of the WeWork IPO”
WeWork – 2 commentaries
A couple of insightful, unflattering articles about WeWork… Continue reading “WeWork – 2 commentaries”
Articles of Interest 