Indirect-to-Consumer: The E-commerce Rollup Business
Plus! M&A and the FTC; Effective Supply and Liquidity; Netflix Bites the Corporate Culture Bullet; Dirigisme with British Characteristics; Watson as a Demo
←
Back to all posts
-
Become a member to gain access →
-
Making Bundling an Auto-Antonym
Unlock Premium to read this post →Plus! Coal Isn't Over; Last Mile; Spillovers; Outsourcing; Not Just Blackrock
-
Chumboxes or Trust-Busters? Taboola and Outbrain
Read this article →Plus! Sticky Wages; Robinhood!; Search Engines; 1-to-M-of-N Secret Sharing; Housing
-
Invisible Media Models
Become a member to gain access →Plus! P2P+; Real-World Abstractions; China's Unicorn Shortage; Living in the Unevenly Distributed Future; Housing: The Long-Term View
-
83 Million Subscale Landlords
Unlock Premium to read this post →Plus! Subscriber Call; Misappropriation; The Bullwhip Effect; Opex is Revenue, Recursively; Rev-Share Rent; Data
-
Where Payments Fit Into Super Apps
Unlock Premium to read this post →Plus! The Great Stagnation in Defense; 33-Bit Ads; Fixing the Value Factor; Miami Shift; More Amazon Roll-Ups
-
Japan: Stock Picker's Paradise
Unlock Premium to read this post →Plus! Otis Elevators: It's Time to Rebuild; Ride-Sharing: Labor Arbitrage, Not Bootstrapping; The Next Nanometers; Google Bundles; Surge Fees
-
The "Write Once, Run Anywhere" Growth Model
Unlock Premium to read this post →Plus! Revealing the Cyber Risk Long Tail; White-Hat Extension Monetization; Techno-Nationalism; Long-Tail Limits; Existential Risk is Less Existential Lately; Cap Structure Arbitrage Arbitrage
-
Inevitable Omnichannel, Impossible Omnimedia
Become a member to gain access →Plus! Capital and Competition; Alternative Data; Definite and Indefinite Optimism in Economics; The Warring 2020s?; Cybersecurity: Always Worse Than It Looks
-
The Value of Time Rounds to Either Zero or Infinity
Read this article →Plus! Limits to Hardware-as-a-Service; Shareholder Activism in Japan; Flipping (pt 1); Flipping (pt 2); Better Disclosure
-
The Baby Boomer Rollup Industry
Unlock Premium to read this post →Plus! Slow Sales Cycles; Economic Diplomacy; This Time Really Is Different; Travel's Recoveries; Stripped Real Estate
-
GE: Surfeit of Synergy
Become a member to gain access →Plus! Introducing the Compounder Graveyard Series; The Housing Market Isn't Clearing; Secondhand Chip Equipment; Post-Covid Updates; Arbitraging Economic Class and Social Class