Fun With Float
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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
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Bowlero: Rolling Up the Bowling Business
Unlock Premium to read this post →Plus! Memberships; The Half-Life of Free-to-Play; Instacart and Going Direct; Self-Regulation; AI Art
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FaZe: Would You Buy a Mostly-Sedentary Sports Team?
Unlock Premium to read this post →Plus! Monetizing IP; Successful Micro-Activism; Pricing; Not Just Value; Collectibles and Network Effects
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The Economics of Noncompetes
Read this article →Plus! Always a Bull Market Somewhere; SPACs; "Most-Hated Rally"; Pricing; Amazon and Seasonality
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Two Kinds of Search
Unlock Premium to read this post →Plus! De-SPAC; Transaction Costs; The Cost of Market-Making; Defaults; Drops
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The Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
Read this article →Plus! Diff Jobs; Twitter; Remote Work and Neurodiversity; Granularity; Unhealthy SPACs; More Evidence for the Travel Boom; Surcharges
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Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
Read this article →Plus! Diff Jobs; Fixed Costs and Airlines; Goods Shortages and Worker Shortages; Marketing and Diversification; OverSPACed; Talent Shortages
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Surviving a Combinatorial Explosion
Read this article →Plus! Sanctions, Cautiously; Adtech Always Adds Layers; Unfundable Mines; Less Marginal Business
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Understanding Coinbase
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Contrarian beliefs as a synthetic option
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Inside the House Report on Big Tech and Competition: Part I
Unlock Premium to read this post →Plus! OPEC’s Game Theory; Reddit Returns to Tradition; LendingClub Gets Exclusive; Games Eat the Real World; “Full-Stack SPAC”; More...