Inventing Demand
Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
←
Back to all posts
-
Become a member to gain access →
-
Moderna's Bets: Moonshots and Platforms
Become a member to gain access →Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
-
Diversified Energy PLC: Orphaned Stock for Orphaned Assets
Unlock Premium to read this post →Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
-
VC and the Systematic Search for Outliers
Become a member to gain access →Plus! The Paradox of Decentralization and NFTs; Pigouvian Benefits Update; Two Kinds of Growth; Accidental Shortages; LNGeopolitics, Continued
-
Pod People
Unlock Premium to read this post →Plus! Fast Failure; Tactical M&A; Internal Recruiting; Quant Spring; The Moderna Platform
-
Roper: Capital Allocation by Formula
Unlock Premium to read this post →Plus! Time Tax; IP; Vaccine Mandates; Tech Unions; Media Consolidation
-
Shimano: What a Stable Durables Business Looks Like
Unlock Premium to read this post →Plus! More Apple Tax Evasion; TradFi, DeFi, and Competitive Moats; Single Points of Failure; A Less Independent Central Bank; Vaccine Mandates
-
On Jargon
Become a member to gain access →Plus! Annual Subscriptions as Startup Capital; Pigovian Benefits; Covid and Knowledge Diffusion; LinkedIn and Incentives; Lithium
-
Are Persistently Low Rates Caused By... Persistently Low Rates?
Unlock Premium to read this post →Plus! Mandates and Labor Shortages; Covid Compliance; Hedging; Green Bonds; The GE Three
-
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
-
Your Life is (Almost) a Call Option
Read this article →Plus! Reactive Strategy; Working it Out; Standardizing the Metaverse; Probability; When Payments Work; Introducing Diff Jobs
-
Katitas: Making a Market in an Asset With an Expiration Date
Unlock Premium to read this post →Plus! Pigouvian Vax Tax; Platform Arbitrage; The Curve;The School to School District Transition; Price Hikes