Roper: Capital Allocation by Formula
Plus! Time Tax; IP; Vaccine Mandates; Tech Unions; Media Consolidation
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Danaher has a System
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Longreads + Open Thread
Become a member to gain access →Replit, The Wall, Supply Chains, Effort, Crypto and Hedge Funds, The 60s, Conglomerates
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Drone Delivery: Accelerating to Inevitable
Read this article →Plus! Media/Software Synthesis; The Working Capital Accelerant; Klarna Fills in the Gaps; Younger SPAC Targets; Consumer-Facing DeFi
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Shimano: What a Stable Durables Business Looks Like
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The NYT: Dead Trees and Disruption
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Cheniere: $33bn in Capital Expenditures, Some Facing the Wrong Direction
Become a member to gain access →Plus! No Commitment to Ending Finsta; The Fraud Supply Chain; Family Firms in Japan; Tax Hikes are Hard; Nuclear!
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Longreads + Open Thread
Become a member to gain access →Ride Hailing, Portnoy, Bridging Finance, Insecure Chips, Bad Trades, Failing GPA
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BuzzFeed and the Platform Squeeze
Read this article →Plus! The Great Unclogging; The First-Party Data Gold Rush; Open Data; Bitcoin Loans; The Arms Race; Diff Jobs
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The Aircraft Leasing Business: Iron Condors, Asset Leashes, Travel Index Funds
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What Investors Got from the Last Big Climate Boom
Unlock Premium to read this post →Plus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies
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Liberty Braves Group: Betting With the House
Become a member to gain access →Plus! Omicron; China and Messaging Politics; Black Friday; Taxing E-Cigarettes; Some People are Still Drilling; Other iBuyers