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AI, Banks, Pakistan's Near-Unicorn, Market Share, Churn, PE, A&P
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Assuming Efficient Markets to Exploit Market Inefficiencies
Unlock Premium to read this post →Plus! Volatility; Celebrity Endorsements; Carbon Unit Economics; Inflation Narratives; Faster!
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Procter & Gamble, the Undisruptable
Unlock Premium to read this post →Plus! Airlines Remain a Good Microcosm; Wordle Remains an Incredible Acquisition; Training Your Replacement; Oil Trading and Upside; Cars-as-a-Service
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It's Hard to Know Brokers' Long-Term Economics, But Easy to Guess Badly
Unlock Premium to read this post →Plus! Who's Hit by Inflation?; Slow Return to the Office; Stock-Based Comp; Cat-and-Mouse; Scale
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What's (Far) Ahead for Energy
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How Ryanair Helps Airports Manufacture Demand
Unlock Premium to read this post →Plus! A Series of Tubes; What Not to Boycott; Leasing; Apple and TSMC; When an Ad-Based Business is an Ad
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Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
Read this article →Plus! Diff Jobs; Fixed Costs and Airlines; Goods Shortages and Worker Shortages; Marketing and Diversification; OverSPACed; Talent Shortages
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Valve's Recursive Model
Become a member to gain access →Plus! Margin Call; The Late-Career MBA; Dark Kitchen R&D; Reopening; Panoptic Property Rights
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Lemonade's S-1: Solving the Market for Lemons
Read this article →Plus! Zoom, Drawdowns, Facebook, Reopening and Stay-Opening, Short Laws, Tech Astroturf, more...
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The Alternative Data Primer, Part 2: Buyers, Sellers, Conflict
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