Inventing Demand
Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
←
Back to all posts
-
Become a member to gain access →
-
Match Group and Managed Dissatisfaction
Read this article →Plus! Revolving Doors; Sanctions; Iterating; Bad Funds, Conflicts, and Bias; Diff Jobs
-
The Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
Unlock Premium to read this post →Plus! Markets and Clearinghouses; Review Filtering; Creator Funds; Subscriptions as an Asset Class; "Pay to Quit"
-
Turo: How To Build a Hybrid Vehicle With Financial Engineering (Among Other Things)
Unlock Premium to read this post →Plus! Buy Now Pay Later; Sports Betting; Price Levels; Energy
-
Roper: Capital Allocation by Formula
Unlock Premium to read this post →Plus! Time Tax; IP; Vaccine Mandates; Tech Unions; Media Consolidation
-
Duolingo's Efficient Frontier
Unlock Premium to read this post →Plus! Amazon's Upside; Copilot; The Microsoft Legal Strategy; Take Rates; The Infrastructure Layer
-
Winner-Take-Some Platforms
Unlock Premium to read this post →Plus! Shorting startups; Google Commoditizes the Complement in Travel; The Apple Roadmap; Uber’s Financial Engineering; Microstrategy’s Financial Engineering; Equal Representation