Politics and the Media Cycle
Plus! Content Recycling and Growth; The Web3 Arbitrage; Statistical ESG; Underwriting; The Summer of Revenge Travel
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How Much Internal Mobility is Too Much?
Become a member to gain access →Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings
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Match Group and Managed Dissatisfaction
Read this article →Plus! Revolving Doors; Sanctions; Iterating; Bad Funds, Conflicts, and Bias; Diff Jobs
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Xbox: The Misfit
Unlock Premium to read this post →Plus! Microsoft's Pre-Regulation; B2B Super Bowl Ads; Flighty Retail Investors; Discount Airlines; Carbon Short Squeeze Update; Payments, Messaging, and Network Effects
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OTC Markets Group: Monopoly, Jr.
Unlock Premium to read this post →Plus! Meta Data; Pandemic Inequality; Early Exit; Carbon Inflation; No More FLoC