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Situational awareness: Casper, the original mattress-in-a-box direct-to-consumer retail disruptor. It went public yesterday at $12 a share and opened this morning at $15. That's well below the $23.12 per share that Series B investors paid as long ago as June 2015. Go deeper.

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In this week's newsletter: Tesla volatility, the rise of borders, FICO scores, rental brokers, coronavirus, and more. All in 1,642 words — a 6-minute read.