Oscar: Upstart Economics, Incumbent Risks

Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlines

In this issue:

  • Oscar: Upstart Economics, Incumbent Risks

  • MicroStrategy's Megapremium

  • Chip Insourcing

  • More Remote

  • Meritocracy in China's Government Doesn't Replicate

  • Cap Structure Arbitrage in Airlines

Oscar: Small Company Economics, Big Company Risks

In Tuesday's edition, I mentioned the theory that any consumer lender with a high net promoter score and a fast …

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