Birkenstock: A 250-year-old Growth Story
Plus! M&A and Price Signals; AI and Pricing Power; Medium Tech Structured Deals; Two Trade Systems
Plus! M&A and Price Signals; AI and Pricing Power; Medium Tech Structured Deals; Two Trade Systems
Plus! The Basis Trade; FaZe Clan; Defensible Durables and the Right to Repair; Portable Mortgages; ARM
Plus! Stocks and Bonds; Controlling the Value Chain; Call Options on Skirting Rules; Cornered by Advertising Narratives; Duration Bets
Plus! Aging Up; Housing; Virality; LLM Arms Races; The Uber of X
OpenAI, Final Fantasy, Razors and Blades, Multistrategy, Risk
Plus! Flexport; Generative Copy; Correlations; It's All Ads; Use-It-Well-Or-Lose-It
Plus! Always a Bull Market Somewhere; Omnichannel; High-Risk Payments; The Flow of Information; Sellers and Buyers
Plus! 7nm; New Yahoo; Red Teams and AI Unit Economics; Horizontal Expansion; Private Markets; Diff Jobs
Automaticity, Kovner, AI, Transdigm, The Trade, Angels, Stalinism With Anarcho-Capitalist Characteristics
Plus! The Know-Everything App; Derivatives; The Amazon Model; Metals and Trust; Amazon Roll-Ups
Plus! Bringing a Knife to a Gunfight; Investor Relations; R-Star; Collateral; Due Diligence
Plus! Enterprise AI; Luxury Phones; 1.5-Sided Markets; Talent Pipelines; Alternatives