Story Arbitrage: The Version Of The Trade Running At The Deal Timescale, Not The Shift Timescale
Push the story the deal sits on. Let the operating floor pay for it. [Story Arbitrage] is the same mechanism as every other arbitrage this launch has diagnosed — running at a longer horizon and with more zeros on the...
The Chipotle Of X Is Framework Arbitrage
There is a pitch that has been running in the restaurant industry for twenty years. It is the single most durable arbitrage play on Road 1, and it has produced more failed concepts, more burned capital, and more misled operators...
