Random Walk
Moses Sternstein"A multidisciplinary cast of mind . . . with a yen for synthesis." - Charlie Munger (about himself, not Random Walk)
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 742 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||
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therandomwalk.coLatest Issues
Marks are [High][Low][Just Right]
5 Idea Friday: Public marks, private marks, credit marks--all the marks
A valuation edition of 5 Idea Friday
Job Growth, Starting From the Bottom (and Still There)
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job growth, starting from the bottom (and still there)
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fade fade america (with a caveat)
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room for big IPOs
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screentime for Algernon (and a supposedly fun thing)
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margins, margins, margins
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👉👉👉Re...
Oil Shock or Nah (and the Machinations of Iran's Biggest Customer)
Riffing on the oil shock that isn't (yet), and a 'Beggar thy Neighbor' reprise
oil shock or nah?
Retail on a Heater
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retail brings the heat
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Canada’s recession, youth unemployment, and the absence of scary signals
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affordable movers, and other fun missives from real estate
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Access-a-Ride . . . taking us for a ride?
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saas-strikes-back...
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Why Isn't the On-Ramp Working?
Musing about an unsettling feature of the new normal
still tough out there for the youngs
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Random Walk.
| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Going LONG curiosity. 10+ years working with private and public market investors (and everything in between). Builder of fintech. Builder of proptech, Ex-Big Law.
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