Taking Strategy Seriously
Plus! Errata; Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil, Recapitalized
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The Controlled Demolition of China Evergrande
Unlock Premium to read this post →Plus! Oil and Delta; Buffers and Signals; Latency; Lags; Synergy
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Banking Wants to be Free, But Free Banking Wants to be Dangerous
Unlock Premium to read this post →Plus! Delta and Travel; Currency Disputes; The Very Short Recession; The Lumpy Recovery; Self-Driving Cars: Zero-to-One or One-to-N?
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Indirect-to-Consumer: The E-commerce Rollup Business
Become a member to gain access →Plus! M&A and the FTC; Effective Supply and Liquidity; Netflix Bites the Corporate Culture Bullet; Dirigisme with British Characteristics; Watson as a Demo
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Weber and Traeger: From Selling Durables to Selling Durably
Unlock Premium to read this post →Plus! Airport Nationalism; Wages & Benefits; Business Travel Returns; The Branded Inbox; Fees
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Robinhood's Challenge
Read this article →Plus! Another Gulf Carrier?; Air Buyout; The AI Layer; Didi and Information Asymmetry; Strategic SPACs
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Chumboxes or Trust-Busters? Taboola and Outbrain
Read this article →Plus! Sticky Wages; Robinhood!; Search Engines; 1-to-M-of-N Secret Sharing; Housing
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Duolingo's Efficient Frontier
Unlock Premium to read this post →Plus! Amazon's Upside; Copilot; The Microsoft Legal Strategy; Take Rates; The Infrastructure Layer
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We are All Buffettologists Now
Read this article →On the other hand...
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Vail Resorts: Land and Loyalty
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Invisible Media Models
Become a member to gain access →Plus! P2P+; Real-World Abstractions; China's Unicorn Shortage; Living in the Unevenly Distributed Future; Housing: The Long-Term View
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83 Million Subscale Landlords
Unlock Premium to read this post →Plus! Subscriber Call; Misappropriation; The Bullwhip Effect; Opex is Revenue, Recursively; Rev-Share Rent; Data