French Theory

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25: The Milken Way, Your Life Is a Call Option, Against 3X Speed, Jensen's Inequality Use in Daily Life, Alfa Mist
“No choice is inherently the best. What makes something the best choice? You. You make it the best through your commitment to it. Your dedication and…
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French Theory
24: China's Lehman Moment?, The Rogue Swiss, Lowering Your Standards, Facebook Forgot to Take Its Pills, Norwegian House/Disco
Investing & Business Is Evergrande "China's Lehman moment"? Reading time: ~10 minutes For some metrics check out this CNBC report: Evergrande owns more…
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French Theory
23: Venture Capital Going Through Puberty, ACS on Ultrajaya, The Matrix Is Good, Weekly Curiosities, Takako Mamiya, Spirituality & Kobe Beef…
Back to Berlin Edition Coming back after a hiatus of ~1 month as I was busy with work and other fun things over the weekends! Investing & Business The…
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French Theory
22: China's Sputnik Moment, Metaverses!, DFW on Federer, A Portrait of Truffaut, Lous And The Yakuza
I demand that a film express either the joy of making cinema or the agony of making cinema. I am not at all interested in anything in between - François…
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French Theory
21: China's Latest OKRs, Thinking About Macro, Fiverr x NFT, The Adventures of JP Sartre, Sellaronda, The Latest Felix Cartal
The future is already here — It's just not very evenly distributed - William Gibson
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French Theory
20: Blockchain as a Big Tech Breaker, The Spreadsheets Revolution, Edo Fires, Sleep is Overrated
"Le Temps nous égare, le Temps nous étreint, le Temps nous est gare, le Temps nous est train" - Jacques Prévert
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French Theory
19: The Fraud Industry, Why China is Going After its Tech Giants, Japan Uses the T-Word, Noah Smith on Cold War 2, Xi Jinping's World…
In doing what we ought we deserve no praise, because it is our duty - Saint Augustine
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French Theory
18: Plum Capital on Elevate Credit ($ELVT), Technology Save the World, Reality Has an Incredible Amount of Details, How Asia Works, Southern…
Nous n'avons rien à nous que le temps, dont jouissent ceux-mêmes qui n'ont point de demeure - Baltasar Gracián
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French Theory
French Theory
French Theory
Fresh takes and intringuing content on investing and other topics of (personal) interest. Delivered weekly.

French Theory

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