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Mateen Chaudhry
Mateen Chaudhry

18 Followers

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Sep 22, 2022

Why a movie about John Maynard Keynes is long overdue?

A Hollywood biopic about John Maynard Keynes is long overdue. Tom Hanks would, no doubt, get the role, but it should go to Sacha Cohen. He has the same eyes and the height that Keynes had. He missed out on Freddie Mercury; he must get Keynes. The author gets why…

Investing

5 min read

Why a movie about John Maynard Keynes is long overdue?
Why a movie about John Maynard Keynes is long overdue?
Investing

5 min read


Sep 21, 2022

There’s a Bull Market in Pessimism: Can the 2020s be a Golden Age instead?

Being Bearish Doesn’t Make You Smart George Soros was the G.O.A.T (Greatest of All Time) but his protege, Stanley Druckenmiller, wasn’t bad either. He delivered spectacular returns throughout the 1980s and 1990s (+30% annually for a long time!). He always seemed to be early on emerging themes and crucially acted…

Stock Market

8 min read

There’s a Bull Market in Pessimism: Can the 2020s be a Golden Age instead?
There’s a Bull Market in Pessimism: Can the 2020s be a Golden Age instead?
Stock Market

8 min read


Sep 15, 2022

How does Canva really stack up?

How does Canva really stack up? For a long time, the author has argued that a big scandal is brewing in the Venture Capital world. This is a direct result of the opinion leaders in Venture Capital not being subject to the rigorous questioning and analysis that other areas of…

Venture Capital

5 min read

How does Canva really stack up?
How does Canva really stack up?
Venture Capital

5 min read


Sep 15, 2022

Get Ready for a Bonanza in Private Tech M&A

Lina Khan is impressive. She’s 33 and the Chairperson of the Federal Trade Commission. That’s no mean feat. A legal scholar, her student article, “Amazon’s Antitrust Paradox,” was published by the Yale Law Journal when she was still there. The article argued that the focus of anti-trust laws was not…

Mergers And Acquisitions

5 min read

Get Ready for a Bonanza in Private Tech M&A
Get Ready for a Bonanza in Private Tech M&A
Mergers And Acquisitions

5 min read


Sep 13, 2022

Jordan Peterson’s speech about Queen Elizabeth II was spot on

Pablo Picasso said, “good artists copy, great artists steal.” That’s why Jordan Peterson’s “spontaneous” speech about the Queen last week was so eloquent. Most of the ideas were “stolen” from a book by Winston Churchill. In “A History of the English-Speaking Peoples”, Churchill argued that despite many errors, the British…

Jordan Peterson

4 min read

Jordan Peterson’s speech about Queen Elizabeth II was spot on
Jordan Peterson’s speech about Queen Elizabeth II was spot on
Jordan Peterson

4 min read


Sep 13, 2022

Only Fans vs Revolut: What’s the better investment?

Without the porn industry, we might not have had Mark Zuckerberg (good thing?). A long time before Mark noticed kids at Harvard liked to share photos of themselves, hard-nosed porn industry veterans in Las Vegas and The Valley (LA) had appreciated how significant the internet was for their industry. For…

Fintech

4 min read

Only Fans vs Revolut: What’s the better investment?
Only Fans vs Revolut: What’s the better investment?
Fintech

4 min read


Jun 23, 2022

Buddha: Everything Shall Pass (including many fintech companies)

Some Things Don’t Last The Japanese have many expressions with no direct translation into English. Mono no aware is an example of one. The expression is linked to the Buddhist concept of ephemerality: everything must pass but, in the passing, there is beauty. It explains the peculiar Japanese aesthetic that…

Fintech

15 min read

Buddha: Everything Shall Pass (including many fintech companies)
Buddha: Everything Shall Pass (including many fintech companies)
Fintech

15 min read


Oct 19, 2021

Who could buy Zillow?

Bloomberg reports that Zillow is suspending its I-Buying business for 2021. The schadenfreude is palpable. There are lot of “I told you so” comments going around. But perhaps the negativity is a little misplaced. I-buying is a market-making business and market-making businesses are hard to get right, especially when it…

Stock Market

4 min read

Who could buy Zillow?
Who could buy Zillow?
Stock Market

4 min read


Nov 6, 2020

A Digital Source of Truth — for everyone’s sake

Barbara Corcoran, the former US Shark Tank celebrity and famous NYC real estate entrepreneur, often points out there are two types of people: Containers and Expanders. Containers are the people who fret the small stuff. They worry about details and like to have a plan. Expanders are the opposite. They…

Start Ups

4 min read

A Digital Source of Truth — For Everyone’s sake
A Digital Source of Truth — For Everyone’s sake
Start Ups

4 min read


Oct 21, 2020

Big Tech’s Kryptonite: a woman like Ida Tarbell

In an age when strong female role models are celebrated, it is surprising how little attention is paid to Ida Tarbell. Ida took down a monopoly. Her actions led to the implementation of anti-trust laws in the US and the establishment of the Fair Trade Commission in 1914. She came…

Technology

5 min read

Big Tech’s Kryptonite: a woman like Ida Tarbell
Big Tech’s Kryptonite: a woman like Ida Tarbell
Technology

5 min read

Mateen Chaudhry

Mateen Chaudhry

18 Followers

Searching for alpha by challenging common narratives in politics, economics and finance. https://discussthetape.substack.com/. @discussthetape

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