On Perpetuities
Plus! Microfame, European Vacations, Work-From-Home and Social Capital, Chip Reshoring, TikTok, and more...
Plus! Microfame, European Vacations, Work-From-Home and Social Capital, Chip Reshoring, TikTok, and more...
Plus! Masterclass, Europe, USD, RMB, V/L Recovery, Twitter, Oil Tax
Plus! Multilateralism, Unilatéralisme, Wanamaker Updated, Domestic Fabs, and More...
Plus! Theaters' Lifeline, Uber + GrubHub, Scooters, Amazon's Gouging Gambit, and More...
Plus! Ad Supply, Ad Demand; Venture Debt; Quibi; Slack and Switching Costs; Cloud; and more...
Plus! Carnival, Content, Air Travel, Chips, Reply-All Storms, Tiktok
Plus! Quibi the Ideal Lawsuit Piñata, Lime and Working Capital, iBuyers Return, Amazon's PR Surface Area, and more...
Plus! Bearish Berkshire, Cloud, Unlockdown, Luckin, Adpocalypse, Big Tech Political Realignment, Healthcare Fintech
Plus! Amazon & Twitter Earnings, Bullwhips, Commoditizing the Complement, Remote Work, Apple Demographics, State Bailouts, Adpocalypse
Plus! Earnings, Adpocalypse Updates, Cloud Updates, Loans, Supply Chains, Theater Mismatch, Commoditized Complements, More...
Plus! Adpocalypse... ever? Games Workshop, Instagram, Anti-Amazon, Facebook's Reverse Boardroom Coup
Plus! Pensions, Deepfake Ads, Airbnb, Status, Buffett, Enron