Hi all,
I’m taking a supply chain management course, which is strangely insightful. It has opened my eyes to a layer of business that typically remains hidden, but that has become all too apparent since the pandemic: the movement of resources.
Coming from a finance/economics background, the models tend to abstract away a lot of the day-to-day inefficiencies faced in the real world. That’s why today, the highlight of the week is the paper apocalypse, which is coming to a coffee shop, grocery store, printer, and asset manager near you! So buy a realm of A4 paper, it may be the new crypto.
📃Here are some of the most interesting things I saw (and, spoiler alert, made) this week:
- ⭐Highlight: hold my cup, why the next supply chain issue may hurt your caffeine intake
- 🔍Valuation: FANGAM stocks valuation, the narrative in historical context
- 🚀Space: to infinity and beyond? The SpaceX starship update event summarized
- 🎁Extra: my academic planner Excel sheet is now available for download
Have a great week!