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‘More reliant than ever on Gov’t aid’

Transfer income is playing a bigger and bigger role, but it's not because we're lazy
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Holiday shopping bonanza
e-commerce is gonna break records, bnpl too, and discounts galore. It's gonna be awesome.
 • 
Moses Sternstein
Peddling dismisinformation about Private Capital
Random Walk stumbles into a culture war, but only for a moment
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Moses Sternstein
2
September 28 2024 Weekly Recap & Good Reads
Last week in Random Walk+Good Reads, all in one email
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Moses Sternstein
54:29
New school lending, to old school venture: A conversation with Billy Libby of Upper 90
Random Walk interviews the co-founder and CEO of Upper90
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Moses Sternstein
 and 
Brad Hargreaves
It's never too early to go public
5 charts on revenue multiples, growth and expectations, plus the hottest 'new' thing in PE
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Moses Sternstein
Real Estate Desiderata
11 Charts on various things real estate
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Moses Sternstein
1
Congestion on my mind
Traffic, commuting, and work-from-home are in the air again
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Moses Sternstein
Part-time hustler
An unemployment puzzle revealed, with a somewhat verboten-to-notice observation at its core
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Moses Sternstein
4
September 21 2024 Weekly Recap & Good Reads
Last week in Random Walk+Good Reads, all in one email
 • 
Moses Sternstein
1
Random Walk
Random Walk
"A multidisciplinary cast of mind . . . with a yen for synthesis." - Charlie Munger (about himself, not Random Walk)
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Daily Chartbook
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The Transcript
The Transcript
The Transcript
In My Tribe
In My Tribe
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TSOH Investment Research
TSOH Investment Research
The Science of Hitting
Important Things
Mission Statement
© 2024 Moses Sternstein
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