Margins by Ranjan Roy and Can Duruk
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Doordash and Pizza Arbitrage
There is such a thing as a free lunch
Ranjan Roy
May 17, 2020
441
377
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Doordash and Pizza Arbitrage
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ZIRP explains the world
A Margins' theory of everything
Ranjan Roy
Mar 6, 2020
76
26
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ZIRP explains the world
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Robinhood and How to Lose Money
Don't be the gravy
Ranjan Roy
Jul 19, 2020
91
19
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Robinhood and How to Lose Money
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Elon's Giant Package
A mini-grand theory on what he's up to with Twitter
Ranjan Roy
Apr 25
83
13
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Elon's Giant Package
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Software will eat software in a remote-first world
Is that a good thing?
Can Duruk
May 25, 2020
49
19
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Software will eat software in a remote-first world
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Game. Stop.
It's not what you think.
Ranjan Roy
Jan 28, 2021
71
27
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Game. Stop.
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The Internet is for Porn
It always was, it always will be.
Margins
Dec 14, 2020
27
10
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The Internet is for Porn
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Late Stage Prisoners Dilemma
Tigers and hedge fund hotel parties
Ranjan Roy
May 13
50
9
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Late Stage Prisoners Dilemma
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SoftBank, Robinhood and a Margins Singularity
It was Masa the whole time!
Ranjan Roy
Sep 7, 2020
58
9
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SoftBank, Robinhood and a Margins Singularity
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DoorDash and Societal Arbitrage
$8 pizza profits were nothing compared to the real trade
Ranjan Roy
Nov 16, 2020
38
15
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DoorDash and Societal Arbitrage
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9.2% and the Master of Twitter
13Ds, Gs, and the SEC
Ranjan Roy
Apr 5
45
10
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9.2% and the Master of Twitter
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Why are maps so hard to make?
Announcing Felt's public launch and $15M Series A. Maps are fun now! Margins is back!
Can Duruk
Jun 1
25
4
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Why are maps so hard to make?
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