Can We Afford the Ownership Economy?
Plus! Peloton Update; A Short Wave; More Cheap Lira Puts; Omnichannel Banking; Rapid Decarbonization
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Daloopa: Data-to-Information Accelerant
Read this article →Plus! Covid Zero vs Ο-Variant; Covid Hormesis; Life on Planet Baumol; The Right Amount of Fraud; Selective Disclosure
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HashiCorp: The Markup on Free
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Crypto, DAOs and Economic IP Protection
Become a member to gain access →Plus! Theaters; Aircraft Shortage; ByteDance: Down the Funnel; CCP Outsourcing; Dry Powder
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Longreads + Open Thread
Become a member to gain access →Geothermal, Shein, Robotics, Dalio, IBM PC, Malone, Redstone, Conglomerates
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The Liberty Complex: Cash Flow Today, Taxes Eventually
Read this article →Plus! Portal and Technology Prosthetics; Browsers as a Shopping Tool; BNPL Rules; John Kelly and YOLO Stocks; News Post-Trump
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Constellation: Scaling by Staying Small
Unlock Premium to read this post →Plus! Targeted Ads; The SPAC Spin Strategy; IA, RIP; Not a Universal Online Media Bear Market; Movies and Covid
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Roper: Capital Allocation by Formula
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Danaher has a System
Become a member to gain access →Plus! Short Sellers; DeFi Durability; Untact; Buybacks; Real Estate Repurposing
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Longreads + Open Thread
Become a member to gain access →Replit, The Wall, Supply Chains, Effort, Crypto and Hedge Funds, The 60s, Conglomerates
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Drone Delivery: Accelerating to Inevitable
Read this article →Plus! Media/Software Synthesis; The Working Capital Accelerant; Klarna Fills in the Gaps; Younger SPAC Targets; Consumer-Facing DeFi
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Shimano: What a Stable Durables Business Looks Like
Unlock Premium to read this post →Plus! More Apple Tax Evasion; TradFi, DeFi, and Competitive Moats; Single Points of Failure; A Less Independent Central Bank; Vaccine Mandates