ET Pro Geopolitical Conflict Monitor

Why Am I Reading This Now? 11.28.22

By Harper Hunt | November 28, 2022 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

Office Hours Recap 11/18/2022

By Harper Hunt | November 21, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 11/18/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.

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Why Am I Reading This Now? 11.21.22

By Harper Hunt | November 21, 2022 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

The MacGuffin, Part 2: The Story Arc of SBF and FTX

By Ben Hunt | November 18, 2022 | 38 Comments

The MacGuffin is the object of desire.

It is the thing around which the plot of the story revolves.

Here is the story arc of SBF and FTX, and the MacGuffin that anchored it all – the Magical Money Machine.

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Office Hours Recap 11/11/2022

By Harper Hunt | November 14, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 11/11/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.

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Why Am I Reading This Now? 11.14.22

By Harper Hunt | November 14, 2022 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

Stock Buybacks!™ and the Monetization of Stock-Based Compensation

By Ben Hunt | November 9, 2022 | 24 Comments

I love stock buybacks, but I despise Stock Buybacks!™ – the issuance of new shares to management with one hand and the buying back of those shares with the other.

Over the past decade, Stock Buybacks!™ have transferred more than a trillion dollars from shareholders to managers. Not founders, not entrepreneurs, not risk-takers … managers.

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The Good, the Bad, and the Ugly

By Ben Hunt | November 7, 2022 | 0 Comments

A big change in our narrative monitors this month!

Also, some shocking (to me, anyway) data on how good some companies are with their stock buybacks, and how ugly and bad other companies are with theirs.

I think it’s going to be a long winter in tech-world.

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Office Hours Recap 11/04/2022

By Harper Hunt | November 7, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 11/04/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.

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Why Am I Reading This Now? 11.07.22

By Harper Hunt | November 7, 2022 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.