Optimal Fundraising in Times of Capital Scarcity
Plus! Reshoring; Beating Cost Pressure; Counterbidding; Slowing Amazon; Containers and the Cycle
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Membership Collective and the Status Business
Unlock Premium to read this post →Plus! Volatility; Cheaper Freight; Proxies; Gaming Fintech; The Pause
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What Flavors Sell?
Unlock Premium to read this post →Plus! Airline Expansion; A New Axis in the Populist/Elitist Analysis; Regulatory Arbitrage; Russian Cars; Alphabet Unbundling
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Steinway: Getting Growth out of a 300-Year-Old Technology
Unlock Premium to read this post →Plus! First-Party Data; Trading Credits for Emissions; Scraping; Splits; Where to Build
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The Other Box
Unlock Premium to read this post →Plus! Revenue and Recognition; Evergrande Continues; Pensions Get Saner; NFTs: Fundable; The "Forever CEO"
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Globalized Talent and the Brand Grab
Read this article →Plus! Developing Vietnam; Liquidity, Discount Rates, and Theft; Shortages; Pigs and OPEC; Statistical Privacy
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What Happened to the Outsourcing Threat?
Become a member to gain access →Plus! Tech and M&A; Algorithms and Things That Don't Scale; Chips as a Strategic Advantage; A Complicated Recovery in Travel; Options and Shorting
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Homesteading Mental Models
Read this article →Plus! Robinhood, Momentum-Squared, Dollar-Weighted, Blocking Trump, Meta-Bundles, Commercial Ties
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Banking When You Can’t Bank on Anything: Part 2
Read this article →Plus! Taiwan and Covid, Defense Tech, The Right Amount of Fraud, Prizes, Airshows, Reliance, Moderation
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Why Are Toys Such a Bad Business?
Read this article →Plus! V-Shaped Recovery, Tech Sees Like a State in Indonesia, Clever Currency Games, more...
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Globalization: A Toy Story
Unlock Premium to read this post →Plus! The "Amazon Tax" Returns, Walmart Prime, Huawei, Risk, Zoom as Fintech, more...
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Has the "Long Deflation" Broken Price Signals for Consumer Goods?
Read this article →Plus! Airbnb, SMB data, Adpocalypse, Black Swan funds, Zoom's Reputational Bug Bounty