We all consume massive amount of information in a given week, from the nutritional information on our cereal boxes, to an intricate white paper detailing the potential of blockchain technology.

In this series, I share snippets of worthy articles / videos that I come across on a weekly / bi-weekly basis. Feel free to click on the link to read the full article if those any of them spark your interest.

If you wish to share any interesting articles with me, you can reach me with the Contact form in the menu above, or drop me an email at investingcurator@gmail.com. Enjoy!

1. Going Public Circa 2020; Door #3: The SPAC– Bill Gurley

” The are two key things to understand. First, there have been a record number of SPACs raised, and at a much higher capital raise per SPAC. As a result, the gross dollars sitting in SPAC is over $30 billion, and will likely finish the year over 300% higher than any previous year. The second key thing to understand is that this abundant supply of SPACs (arguably an over supply) is leading to competition. This competition is leading to improving terms for the targeted company and an overall lower cost of capital. So while the underpricing and true cost of capital of a traditional IPO is trending worse, the economics behind SPACs are actually improving. This is why SPACS are a truly legitimate and preferable doorway into the public markets.”

2. Covid Pushes Real Estate Into the Future – NY Times

“These are the touch points for a host of new or newly valuable technologies emerging in the post-Covid housing market, from rent-regulated apartments to luxury condos. They range from robotic furniture that reimagines itself inside our shrinking walls, to contactless apps designed to bring neighbors together. They are futuristic takes on prosaic features, like ultraviolet wands in air ducts, and “Ghostbusters”-inspired blasters to hose down Amazon boxes. Some may be passing fads. Still, the ones that stick could have long-term implications for a stubbornly analog industry, even as some critics have raised concerns about data collection and privacy. And it remains unclear whether these improvements will reach the workaday housing market, or remain a luxury niche.”

3. A Final Lesson From Clayton Christensen– James Allworth

“Blockbuster followed a principle that is taught in every fundamental course in finance and economics: When evaluating alternative investments, ignore sunk and fixed costs (costs that have already been incurred), and instead base decisions on the marginal costs and marginal revenues (the new costs and revenues) that each alternative entails.

But it’s a dangerous way of thinking. This doctrine biases companies to leverage what they have put in place to succeed in the past, instead of guiding them to create the capabilities they’ll need in the future. If we knew the future would be exactly the same as the past, that approach would be fine. But if the future’s different — and it almost always is — then it’s the wrong thing to do.”

4.A Twitter thread on Vaccine Efficacy – Natalie E. Dean

“Measuring vaccine efficacy , vaccine against infection, vaccine against disease, vaccine against serious disease and, reduced infectiousness of vaccine”

5. Fairmint & the Democratization of Upside – Packy McCormick

“There’s this recurring theme on the internet (and with people more broadly): When something is easy, people will do more of it.

Creating content was the first thing that became easy on the internet, and more people began to create content. WordPress turned people into bloggers. YouTube turned them into videographers. Substack is turning us all into newsletter writers.

Likewise, if creating and sharing value becomes easy, more people will do it.
In the same way the internet was a democratizing force that gave everyone in the world the ability to easily create and share information, the next step is to give everyone in the world the ability to easily create and share value.”

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Alternatively, you can reach me at investingcurator@gmail.com.
See you around!

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