3min chapter

The Alchemy of Money cover image

Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals

The Alchemy of Money

CHAPTER

The Most Interesting Thing Is Holding on Counterfactuals

I think for me, the most interesting thing is to hold on counterfactuals. And so I really love looking at like why businesses failed as well because I feel like there's a lot of informational value in that. In early days, they kind of had this eclectic mix of products, and it wasn't really a luxury brand at all. They were selling stuff like moon pies and dog food biscuits,. It was drawing customers in because they would be lucky lose browsing around. But it wasn't a good business model. You know, when you are a furniture dealer or any product per day or of an infrequent infrequently purchased product, you have this issue where you need to stay top

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