The Memo and the Multiples
Plus! Retail Media; Low-Multiple Consolidation; Housing is Slowing; Moving up the Value Chain; Negotiating Sanctions
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Buy Now, Pain Later?
Become a member to gain access →Plus! TikTok; Factors; Replacing Passwords, and a Big Tech Truce; Solve for the Disequilibrium
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Longreads + Open Thread
Become a member to gain access →Uber, Arbs, Memorization, Misconceptions, Dashboards, Toyota, Cars
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Batteries, Interfaces, and the Car Industry's Continuous Future
Unlock Premium to read this post →Plus! A Plane Shortage; And Across the Pond...; Bootstrapping Networks, Continued; Pro-Customer or Anti-Amazon; Wordle (Again)
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The Automotive Balance Sheet
Unlock Premium to read this post →Plus! New Old Normal; The Market for Lemons in Emissions Credits; Open Algorithms; Hiring Freeze; Wordle
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Car Companies as Banks: The Suppliers
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Cars Manufacture the Modern Middle Class
Become a member to gain access →Plus! Not Enough Housing; Durable Network Effects; VPN Integration; Reserve Currency Problems; Movies
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Longreads + Open Thread
Become a member to gain access →Netflix, Dueling, Value, Covid Zero, Aging, Japan, Fiat
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Refactoring Restaurants
Read this article →Plus! 401(k)s With Chinese Characteristics; Middlemen and Leverage; Concentration; A Mixed Trucking Recession; Deglobalization in Autos
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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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Keyword Studios: The Gaming Industry on Easy Mode
Unlock Premium to read this post →Plus! A Fleet, Not a Tweetstorm; Calling the Top; A Demographic Tailwind; Economic Cyberwar; Leverage on Leverage
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Growth, Diversification, and Shaky Foundations
Become a member to gain access →Plus! The Employee Equity Put; Competence; Literally; Activist Emissions Tracking; Travel Returns