Archive - Sanjay's Substack

Capital Allocation

Unpacking the CEO's dilemma

Mar 18, 2023 •

January 2023

Things I've Read Recently

Jan 8, 2023 •

December 2022

5 Things I've Read Recently

Dec 29, 2022 •

Switching Costs & Signal Liquidity

How to create addiction engines

Dec 28, 2022 •

Attack of the Quants?

Private Equity and “Behavioral Alpha”

Dec 19, 2022 •

Who Leaves & Why?

The education redux

Dec 12, 2022 •

Mom, I looked better than her in that dress... right?

Decoy effects and politics - a simplified discussion through the lens of the 2012 Republican primary

Dec 4, 2022 •

November 2022

Cream-Skimming and Spoiled Milk

Interesting questions in education policy. Part one.

Nov 21, 2022 •

Infrastructure Funds… Why do These Exist Again?

When the trendiest investment product on the block doesn’t deliver

Nov 10, 2022 •

Incentive Problems in Private Equity

Are LPs getting the returns they deserve?

Nov 6, 2022 •

This is Sanjay's Substack, a newsletter about finance, economics, and politics.

Nov 6, 2022 •

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