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Bowlero: Rolling Up the Bowling Business
Unlock Premium to read this post →Plus! Memberships; The Half-Life of Free-to-Play; Instacart and Going Direct; Self-Regulation; AI Art
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Turning non-tradables into tradables
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What Made Goldman's Arbitrage Desk Such a Great Talent Incubator?
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Hand-Crafted Artisanal Liquidity Provision
Become a member to gain access →Plus! Consolidation; Shareholder Activism; Cash Burn; PE and Software Compete to Eat the World; Reinsurer of Last Resort; Diff Jobs
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The Economics of Noncompetes
Read this article →Plus! Always a Bull Market Somewhere; SPACs; "Most-Hated Rally"; Pricing; Amazon and Seasonality
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Ferrari: The Inefficiency Premium
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Inventing Demand
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Auctioning Information
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Permission for Social Mobility
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Tegus and the Research Stack
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Qurate: How Fast Does the Ice Cube Melt?
Unlock Premium to read this post →Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software