Bill Franke and the Other way to Make a Billion Dollars in the Airline Business
Plus! Smart Carts and Network Effects; Money and Status; Free Put Options; Transaction Costs; Real Estate Restructuring
←
Back to all posts
-
Unlock Premium to read this post →
-
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
-
Why is the German Real Estate Industry Levering Up So Fast?
Unlock Premium to read this post →Plus! The Reinsurer of Last Resort; Balance Sheet Problems; ESG Includes Governance; Streamlining; Banks
-
Qurate: How Fast Does the Ice Cube Melt?
Unlock Premium to read this post →Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
-
Is Everything Getting Old?
Become a member to gain access →Plus! Parity; Work from Home; Surgery; Buffett and Energy; Splinternet Update
-
Data's Limits and the Judgment Gap
Read this article →Plus! Mobility; More Housing, Just in Time; Wargamification; Worker Shortages; Taiwan; Diff Jobs
-
Two Kinds of Search
Unlock Premium to read this post →Plus! De-SPAC; Transaction Costs; The Cost of Market-Making; Defaults; Drops
-
Membership Collective and the Status Business
Unlock Premium to read this post →Plus! Volatility; Cheaper Freight; Proxies; Gaming Fintech; The Pause
-
Demographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
Unlock Premium to read this post →Plus! Discount Rates; Commerce; Commerce, Con't.; Splinternet Update; Mercantilist PE
-
The Memo and the Multiples
Unlock Premium to read this post →Plus! Retail Media; Low-Multiple Consolidation; Housing is Slowing; Moving up the Value Chain; Negotiating Sanctions
-
Cars Manufacture the Modern Middle Class
Become a member to gain access →Plus! Not Enough Housing; Durable Network Effects; VPN Integration; Reserve Currency Problems; Movies
-
Keyword Studios: The Gaming Industry on Easy Mode
Unlock Premium to read this post →Plus! A Fleet, Not a Tweetstorm; Calling the Top; A Demographic Tailwind; Economic Cyberwar; Leverage on Leverage