Marc Rubinstein
MarcRuby
UK challenger bank annual reports are all in. A few highlights Monzo customer growth is slowing down, but not the others. Revolut is now at 13m customers."We’ve seen organic
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I wrote a substack about equity research.It’s amazing that research analysts spend their days valuing businesses, yet struggle to value their own. They give their product away for free!Highlights in
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Wimbledon is over. But what a lens on life:1) It's non linear. Win 20% of your points and you'll barely make a game. But every point of probability you can
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Finite and Infinite games. A short thread on Wirecard. We're all taught that infinite games are a better model for business and for life. But the incentives engendered in the
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