Worth It For the Right Owner
Plus! Fuel Hedging; Big Tether Short; Second Prime Day; Marriott's Ad Network; Onshoring
Plus! Fuel Hedging; Big Tether Short; Second Prime Day; Marriott's Ad Network; Onshoring
Plus! Reshoring; Beating Cost Pressure; Counterbidding; Slowing Amazon; Containers and the Cycle
Plus! Russia's Economy; Counter-ESG Marketing; China's Degrees of Freedom; Reshoring; App Convergence
Plus! Still Growing; Drones;' Cheap Japan; Japan's Governance Problems in Microcosm; War and MMT Update
Plus! De-SPAC; Transaction Costs; The Cost of Market-Making; Defaults; Drops
Plus! Tiger; Amazonifying; Automation; Apple's Depth; Harvesting Lawsuits
Plus! Synergies and Conflicts; Managing a War Economy; Contagious Institutions; Generational Investments; Customer-Friendly?
Plus! What is PE Buying?; End-to-End; Slower; Wheat; Snap
Plus! Who's Hit by Inflation?; Slow Return to the Office; Stock-Based Comp; Cat-and-Mouse; Scale
Plus! Indexing; High-Yield Spreads; Search, Pt. 1; Search, Pt. 2; Distribution
Plus! Universal Prime; Strategic Shifts; Bundling; Enterprise Twitter; Energy Leaks; Diff Jobs
Plus! Diff Jobs; Twitter; Remote Work and Neurodiversity; Granularity; Unhealthy SPACs; More Evidence for the Travel Boom; Surcharges