Margins by Ranjan Roy and Can Duruk
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Late Stage Prisoners Dilemma
Tigers and hedge fund hotel parties
Ranjan Roy
May 13
42
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Elon's Giant Package
A mini-grand theory on what he's up to with Twitter
Ranjan Roy
Apr 25
80
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9.2% and the Master of Twitter
13Ds, Gs, and the SEC
Ranjan Roy
Apr 5
45
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10
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9.2% and the Master of Twitter
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Robinhood and Democracy Promotion
Opening up the IPO club
Ranjan Roy
Jan 21
28
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Who is Web3 Really Good for?
Math is hard, let's go shopping
Can Duruk
Jan 10
27
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4
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Who is Web3 Really Good for?
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Peloton, Valuations, and Innovation
Stock prices and strategies
Ranjan Roy
Dec 16, 2021
21
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The Teenager Economy
"I hate you! You don't understand me!"
Ranjan Roy
Oct 16, 2021
27
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5
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Memestocks and Reddit redesigns
"You may be interested in...."
Ranjan Roy
Sep 20, 2021
14
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4
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Advertising Stagflation
Its the 1970s for digital marketers
Ranjan Roy
Aug 1, 2021
25
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3
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Advertising Stagflation
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Ape Armies and Investor Relations
A boomer no-pants Zoom and 💎🙌
Ranjan Roy
Jun 5, 2021
17
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1
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Grift is Good
Greed is so 1980s
Can Duruk
May 17, 2021
32
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4
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Grift is Good
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Cathie Wood and Content Strategy
Downloadable spreadsheets and media hacking
Ranjan Roy
Mar 24, 2021
34
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Cathie Wood and Content Strategy
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