Worth It For the Right Owner
Plus! Fuel Hedging; Big Tether Short; Second Prime Day; Marriott's Ad Network; Onshoring
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Synchrony Financial: A Bank Growth Investors Could Learn to Love
Unlock Premium to read this post →Plus! Unstablecoins; Oil and Gas; Transitory at Last (At Least a Bit); Glorious Food; Meanwhile, in China
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How Much Internal Mobility is Too Much?
Become a member to gain access →Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings
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NuBank: Cost Control and Banking the Underbanked
Unlock Premium to read this post →Plus! Stablecoins; First-Party Data; Supply Chains; Big Tech Sees Like a State: Healthcare Edition; Standards
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Banking Wants to be Free, But Free Banking Wants to be Dangerous
Unlock Premium to read this post →Plus! Delta and Travel; Currency Disputes; The Very Short Recession; The Lumpy Recovery; Self-Driving Cars: Zero-to-One or One-to-N?