Buybacks and the Complexity Discount Premium
Plus! Housing Liquidity; Housing Liquidity (pt. 2); YouTube Roll-Ups; Kroger; Convergence in Sports
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Ports and Trans-Pacific Flights are to Fiscal Policy as Swap Lines are to Monetary Policy
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Discourses on Big Tech
Read this article →Plus! Sticky Wage Growth; The Coal Boom; Equity and Collateral; Building an Apple Car vs Appleifying a Built Car; Diff Jobs
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Yandex: Google Through the Looking Glass
Read this article →Plus! Shifting the Curve; Where Housing Demand Comes From; Throughput; Lobbying; Customer Service-as-a-Service
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You And Your Investment Research
Read this article →Plus! A Successful IPO from Robinhood; Convergence; Underinvestment; Consumer-Friendly Defaults; The Amazon Rollup Boom
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Indirect-to-Consumer: The E-commerce Rollup Business
Become a member to gain access →Plus! M&A and the FTC; Effective Supply and Liquidity; Netflix Bites the Corporate Culture Bullet; Dirigisme with British Characteristics; Watson as a Demo
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Newsletters Can Move Markets
Read this article →Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero
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Amazonifying the Un-Amazonable
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AT&T as Ancient Big Tech
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Where Payments Fit Into Super Apps
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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