Trustpilot and Brand Inflections
Plus! Recurring Revenue Isn't Easy; Selling Surplus; Private Equity; The China Model; Position Sizing
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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"
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FedEx: Two Bets on Network Effects
Read this article →Plus! Aging Into Owning the Metaverse; Fake Reviews; Ads and Addicts; Coal; Diff Jobs
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Oyo: the the Risk-Stays-on-the-Books Model
Become a member to gain access →Plus! TSMC's Planned Economy; Apple and Gaming; AI Ethics in China; Treatments
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Criteo: How Low Can a Take Rate Go?
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New Communications System Developed STOP Market Structure Changes Imminent STOP
Unlock Premium to read this post →Plus! Inside the E-Commerce Ad Business; Evergrande and Real Estate; Inflation Hedges;Consumer Lending at Zero Interest; Fake Reviews
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Crypto as an Overheated Emerging Market
Read this article →Plus! Rolling Blackouts, Floating Power Plants; Scalable Review Fraud; The Risk of Writing Options; Socially Responsible Hackers