FaZe: Would You Buy a Mostly-Sedentary Sports Team?
Plus! Monetizing IP; Successful Micro-Activism; Pricing; Not Just Value; Collectibles and Network Effects
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Understanding Jane Street
Become a member to gain access →Plus! Pensions; Customer-Facing; Use Cases; Making a Market; Reflexive Energy Politics; Diff Jobs
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Apple's Ads Business
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Trustpilot and Brand Inflections
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How tax laws make the market downturn uniquely complicated for software engineers
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The Network Before the Internet
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Diversified Energy PLC: Orphaned Stock for Orphaned Assets
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NextEra Energy's Green Growth
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What Flavors Sell?
Unlock Premium to read this post →Plus! Airline Expansion; A New Axis in the Populist/Elitist Analysis; Regulatory Arbitrage; Russian Cars; Alphabet Unbundling
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HashiCorp: The Markup on Free
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Shimano: What a Stable Durables Business Looks Like
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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