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 | 736 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
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therandomwalk.coLatest Issues
That Escalated Quickly
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home healthcare GDP [fraud] under a spotlight (maybe). there are rhinos involved
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the perfect inflationary storm (and what not to do about it)
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a mystery on the auto supply chain
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mobile’s platform shift comes with some strang...
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"ICE has not improved labor markets(?)
The impact of deportations on US workers has more than meets the eye
Tyler Cowen says ICE has not improved labor markets, and while that would make sense, it’s not entirely true (when you look under the hood)
A New Bull Rises
5 Idea Friday: Bull market, but not for everyone; Pareto Outcomes Embiggering; K-Shaped Oddity; Luxury Woes
a new bull rises
Durable goods different; terminal values; a funny thing about energy costs; Japanese future; Hidden healthcare taxes
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Durable Goods, ain’t what they used to be
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price check on terminal values (reprise)
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energy’s economies of scale
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peaking into our Japanese future?
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hidden healthcare taxes, rising
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👉👉👉Reminder to...
Price Check on Terminal Value
Will anything stop this AI train?
high growth companies at a discount
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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