HelloFresh: Mealkits Can Work After All
Plus! PR Campaigns for Ads; Underperformance; Monetizing Dead Mileage; Movies and Dynamic Pricing; Peloton and Inventory Management
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How Ryanair Helps Airports Manufacture Demand
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One-Shot Sanctions
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Target: Amazoning Backwards
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Adding Up Emissions
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Loews: A Metonym for the Value Factor
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Ideological What and Why, Pragmatic When and How
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Distribution-to-Content Disruption: Lessons from Early HBO
Unlock Premium to read this post →Plus: Ukraine; Early-Stage Money Flows; Cyclicality in Crypto; Sanctions and Fungibility; Continuous Evaluation
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Can Subscription Travel Work?
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How Would You Run a 10,000-Year Endowment?
Read this article →Plus! Buy-to-Sell?; Dematerializing Gaming; New Profits in Old Media; Insourcing; Diff Jobs
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VC and the Systematic Search for Outliers
Become a member to gain access →Plus! The Paradox of Decentralization and NFTs; Pigouvian Benefits Update; Two Kinds of Growth; Accidental Shortages; LNGeopolitics, Continued
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Every Channel, Every Model
Unlock Premium to read this post →Plus! Antitrust and Economics; Supply Chains Slow M&A; Streaming and Channel Conflicts; Pay Convergence; e-CNY