CAC Moats and CAC Spirals
Plus! Scaling; Jobs; Logistics and Utilization; PE and Software; Ad Receivables
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The Network Before the Internet
Read this article →Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
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NextEra Energy's Green Growth
Become a member to gain access →Plus! Specialized Cloud; Bailouts; Another Look at Inflation; Trucking Recession; Belt and Road Alternative; Diff Jobs
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Membership Collective and the Status Business
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AWS for Industry, But Better: The Railroad Investment Case
Read this article →Plus! Smart Margin; Peak College?; Two-Sided Markets; Bonds; Diff Jobs
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Synchrony Financial: A Bank Growth Investors Could Learn to Love
Unlock Premium to read this post →Plus! Unstablecoins; Oil and Gas; Transitory at Last (At Least a Bit); Glorious Food; Meanwhile, in China
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Of Course Shares of Private Companies are Tradable (Terms and Conditions May Apply)
Unlock Premium to read this post →Plus! Naturally Fragile Tokens; Trucking Demand and Aggregate Demand; Going Direct; Sputnik Moment
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HelloFresh: Mealkits Can Work After All
Read this article →Plus! PR Campaigns for Ads; Underperformance; Monetizing Dead Mileage; Movies and Dynamic Pricing; Peloton and Inventory Management
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Target: Amazoning Backwards
Become a member to gain access →Plus! No Neutral Parties; Manual Moderation; Better Ad Buying; Exporting Inflation to Japan
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Adding Up Emissions
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Ideological What and Why, Pragmatic When and How
Become a member to gain access →Plus! Dealing With Expensive Crude; Logistics; Shorting Disclosure; Prices
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The Factorio Mindset
Read this article →Plus! The Carbon Rally; The Bridge; Housing and Rates; Full Stack Media; Buying Out Contracts; Diff Jobs