Politics and the Media Cycle
Plus! Content Recycling and Growth; The Web3 Arbitrage; Statistical ESG; Underwriting; The Summer of Revenge Travel
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Constellation: Scaling by Staying Small
Unlock Premium to read this post →Plus! Targeted Ads; The SPAC Spin Strategy; IA, RIP; Not a Universal Online Media Bear Market; Movies and Covid
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Drone Delivery: Accelerating to Inevitable
Read this article →Plus! Media/Software Synthesis; The Working Capital Accelerant; Klarna Fills in the Gaps; Younger SPAC Targets; Consumer-Facing DeFi
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BuzzFeed and the Platform Squeeze
Read this article →Plus! The Great Unclogging; The First-Party Data Gold Rush; Open Data; Bitcoin Loans; The Arms Race; Diff Jobs
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GLG: Who Researches the Researchers?
Unlock Premium to read this post →Plus! Trump SPACs, ESG, and Ninja; Platform Cooperation; Crypto Remains Mobile; Winning the Last Crisis
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De-Globalizing Luxury
Unlock Premium to read this post →Plus! Rumor Becomes Fact; Egress; Net Present Value; Chilling Effects as a Policy Tool
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Taking Strategy Seriously
Read this article →Plus! Errata; Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil, Recapitalized
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Robinhood's Challenge
Read this article →Plus! Another Gulf Carrier?; Air Buyout; The AI Layer; Didi and Information Asymmetry; Strategic SPACs
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Paradox Interactive, The Little Big Media Conglomerate
Read this article →Plus! Millennials: Not Poor, But Levered; Vaccine Markets; Only Chamath can go to the SEC Headquarters; Reigning Over Big Tech in China; Investment Boom; Archegos and SPACs
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Accidental Banks Are Worth More Than Intentional Ones
Unlock Premium to read this post →Plus! Tapping SPAC Brakes; Trust-Busting and Variance; Limits to Asset Class Stickiness; The Bullwhip Effect Arrives
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Aramco the State Capacity Bankroll
Become a member to gain access →Plus! The Limiting Reagent for SPACs; Antitrust; Property Taxes in China: Stocks or Flows; Labor Costs; The Varieties of Contrarians
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Decoupling, Digital Currency, and the Consumer of Last Resort
Read this article →Plus! A SPAC Modest Proposal; Scraping for Profit; Post-Cookie; Best Buy Bundle; Debt is Here; The Short-Selling Cycle