Bowlero: Rolling Up the Bowling Business
Plus! Memberships; The Half-Life of Free-to-Play; Instacart and Going Direct; Self-Regulation; AI Art
Plus! Memberships; The Half-Life of Free-to-Play; Instacart and Going Direct; Self-Regulation; AI Art
Plus! Dividends; Youth; Power; Reviews; Disclosure
Plus! Grills, Ads, Pricing, Drops, Movies, Diff Jobs
NEPA, FOIA, Xi, Cold Chain, China, Anglo Irish
Plus! Drones; Distressed Distress in China; Buybacks; LNG
Plus! Scaling; Jobs; Logistics and Utilization; PE and Software; Ad Receivables
Plus! Monetizing IP; Successful Micro-Activism; Pricing; Not Just Value; Collectibles and Network Effects
Plus! Consolidation; Shareholder Activism; Cash Burn; PE and Software Compete to Eat the World; Reinsurer of Last Resort; Diff Jobs
Midwits, News, Tracking, Gold, Futures; Goldman, pro and con
Plus! Politically Homeless Big Business; Seeding Content; The Long History of Momentum Investing; Tools and Networks; Anti-Clickbait
Plus! Always a Bull Market Somewhere; SPACs; "Most-Hated Rally"; Pricing; Amazon and Seasonality
Plus! Coal and Spinoffs; Build-Your-Own-Amazon; Oil; Two Risks, One Risk Premium; Snap