Fun With Float
Plus! Influencer Premium; Capital Allocation; Turnaround Time; Land and Energy; Online Grocery
←
Back to all posts
-
Unlock Premium to read this post →
-
MarketWise: The Other Kind of Financial Newsletter Business
Unlock Premium to read this post →Plus! AI and IP; Banks and Competition; Platform Tax Hikes; Moderation, Priors, and False Positives; Energy and Trading
-
Bill Franke and the Other way to Make a Billion Dollars in the Airline Business
Unlock Premium to read this post →Plus! Smart Carts and Network Effects; Money and Status; Free Put Options; Transaction Costs; Real Estate Restructuring
-
How Does Upwork Work?
Become a member to gain access →Plus! Captions; Robotics; Fixing Airports; Capex; YouTube Shorts; Diff Jobs
-
Longreads + Open Thread
Become a member to gain access →AI, Banks, Pakistan's Near-Unicorn, Market Share, Churn, PE, A&P
-
Adobe Covered its Figma Short Position
Unlock Premium to read this post →Plus! Growth; Clicks-to-Bricks; EU Antitrust; ⚠️Time to be BeReal. ⚠; FedEx and the Cycle
-
Growth, by Process of Elimination
Unlock Premium to read this post →Plus! Equities in Málaga; Competition; Bailouts Done Right; Adam Neumann's Skin in the Game; Celebrity PE
-
Nexstar: Quiet Compounder
Unlock Premium to read this post →Plus! Conspiracies; Retail and Turnover; Property Companies; SPACs Across the Pond; Grocery Stores as Ad Companies
-
The Other "MoviePass Economy"
Become a member to gain access →Plus! Economists; Regulatory Outsourcing; Come for the Network, Stay for the Tool; Oil; Covid and Social Mobility; Diff Jobs
-
Longreads + Open Thread
Become a member to gain access →Biology, AI, EA, YouTube, Xi, Cyclicals
-
Stop Losses as Intellectual Honesty
Unlock Premium to read this post →Plus! Ads; The IPO Mystery; Underwriting; Tacit Knowledge; Analytics
-
Meet the New Index Orphans
Unlock Premium to read this post →Plus! Niche Consolidation; Moderation; Housing; Snap; Cost Cutting