GE: Surfeit of Synergy

Plus! Introducing the Compounder Graveyard Series; The Housing Market Isn't Clearing; Secondhand Chip Equipment; Post-Covid Updates; Arbitraging Economic Class and Social Class

In this issue:

  • Introducing the Compounder Graveyard Series

  • GE: Surfeit of Synergy

  • The Housing Market Isn't Clearing

  • Secondhand Chip Equipment

  • Post-Covid Updates

  • Arbitraging Economic Class and Social Class

  • Policy Entrepreneurs

Introducing the Compounder Graveyard Series

Investors in "compounders" are the stock-picking world's rentier class. Instead of maximizing …

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