Doordash and Pizza Arbitrage

Doordash, GrubHub, UberEats all leave a bad taste. Doordash and Pizza Arbitrage – Margins by Ranjan Roy and Can Duruk: In March 2019 a good friend who owns a few pizza restaurants messaged me (this friend has made appearances in prior Margins’ pieces). For...

Worldwide COVID-19 modeling

Australian National University has run seven scenarios on the likely worldwide outcomes of the SARS-CoV 2 viral pandemic. Best case scenario (low severity model): Global GDP loss of $2.4 trillion with an estimated 15 million dead. Worse case scenario (high severity...

Comcast fires 500

https://apple.news/ApMhXvBNiSjeiXWgll0DvqAAs Comcast pushed for tax cut, fired employees had to sign NDAs to get severance.Well, this sounds like Comcast.

Republicans finish polishing the turd

The GOP tax bill, written in haste and with no public input other than what special interests and wealthy donors can buy, is an awful piece of legislation. It subverts if not destroys the Affordable Care Act and costs between $1 trillion and $1.5 trillion over 10...