Definite Optimism and the M&A Metagame
Plus! Durable APIs; The Global Neighborhood Watch; Lack of Liquidations; Virtual Return to the Office; Space Law
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The Great Depression in a Major Key
Become a member to gain access →Plus! Egress; Last-Foot Delivery; Shadow Banking; Great Quarter; Reducing the Variance in China Tech
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Longreads + Open Thread
Become a member to gain access →Spreadsheets, Piracy, Owning Data, GDP-Linked Bonds, Climate Catastrophe-Linked Bonds, Young Adult Fiction, Griddles, War, Fracking, Code
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Taking Strategy Seriously
Read this article →Plus! Errata; Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil, Recapitalized
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The Controlled Demolition of China Evergrande
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Banking Wants to be Free, But Free Banking Wants to be Dangerous
Unlock Premium to read this post →Plus! Delta and Travel; Currency Disputes; The Very Short Recession; The Lumpy Recovery; Self-Driving Cars: Zero-to-One or One-to-N?
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Indirect-to-Consumer: The E-commerce Rollup Business
Become a member to gain access →Plus! M&A and the FTC; Effective Supply and Liquidity; Netflix Bites the Corporate Culture Bullet; Dirigisme with British Characteristics; Watson as a Demo
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Longreads + Open Thread
Become a member to gain access →Cybercrime, Publishing, Data, Mystery Seeds, Panic, Oil
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Newsletters Can Move Markets
Read this article →Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero
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Nextdoor: Old Model, New Networks
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Weber and Traeger: From Selling Durables to Selling Durably
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Reshaping Competition
Become a member to gain access →Plus! Shrinkflation; Linkages; The UK and National Champions; Retail and Constraints; Amazon and Buy-Now-Pay-Later Strategy