Shimano: What a Stable Durables Business Looks Like
Plus! More Apple Tax Evasion; TradFi, DeFi, and Competitive Moats; Single Points of Failure; A Less Independent Central Bank; Vaccine Mandates
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The NYT: Dead Trees and Disruption
Unlock Premium to read this post →Plus! Taking Away KPIs; Gigs and Utilization; Banker Pay; What's Still Happening in Logistics; Cars and Software
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Cheniere: $33bn in Capital Expenditures, Some Facing the Wrong Direction
Become a member to gain access →Plus! No Commitment to Ending Finsta; The Fraud Supply Chain; Family Firms in Japan; Tax Hikes are Hard; Nuclear!
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Longreads + Open Thread
Become a member to gain access →Ride Hailing, Portnoy, Bridging Finance, Insecure Chips, Bad Trades, Failing GPA
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BuzzFeed and the Platform Squeeze
Read this article →Plus! The Great Unclogging; The First-Party Data Gold Rush; Open Data; Bitcoin Loans; The Arms Race; Diff Jobs
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The Aircraft Leasing Business: Iron Condors, Asset Leashes, Travel Index Funds
Unlock Premium to read this post →Plus! Inventory; Ecosystem Acquisitions; Cannabis Capital; Bad Hedging; Finance and Distribution
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What Investors Got from the Last Big Climate Boom
Unlock Premium to read this post →Plus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies
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Liberty Braves Group: Betting With the House
Become a member to gain access →Plus! Omicron; China and Messaging Politics; Black Friday; Taxing E-Cigarettes; Some People are Still Drilling; Other iBuyers
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Longreads + Open Thread
Become a member to gain access →Japan, Altman, COBOL, China, Factors, Geoengineering, LTV, Mistakes
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What Happened to all the Diamonds in the Rough?
Read this article →Plus! A Different EV Network Effect; Supply Chain KPIs; The Underwriter's Loop and Cyber Risk Insurance; Pro-Regulation Tech; Local Chips, Global Companies; Diff Jobs
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Peloton Doesn't Pattern-Match
Unlock Premium to read this post →Plus! Amex and Tax Arbitrage; Buying the Constitution; Freight Conversion; Livestreaming; Texas and Bitcoin
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Samsara: The Internet of (Expensive) Things (With Wheels)
Become a member to gain access →Plus! Scaling Streaming; Auctions and Customer Acquisition; Meta's Missing Attrition; Facebook and Radicalization; When Multi-Cloud Doesn't Work