This is a fascinating perspective on content marketing by Ranjan Roy from Margins. “For those unfamiliar, Cathie Wood runs a portfolio of ETFs. The flagship and most famous one is the ARK Innovation ETF (ARKK).” | learn more
Ranjan Roy calls this deal “an all-stock no-brainer,” thinks it’s brilliant, and also thinks it won’t pass regulatory approval. | learn more
Lambda School is a startup programming school that uses income sharing agreements to tie tuition payments to students’ income (no income = no tuition). That leaves ‘accounts receivable’ stretching out for years, so they sell it off to outside investors […]
Ranjan Roy, writing for his newsletter Margins: “Did we experience real innovation in the 2010s? If you were to transport someone from 10 years ago to today, what would blow their mind?” | learn more
Ranjan Roy from The Margins talks about fried chicken and 3G (the private equity firm). “Has my beloved Popeyes been given a new life thanks to private equity and that specific breed of hyper-capitalism?” | learn more