Indirect-to-Consumer: The E-commerce Rollup Business
Plus! M&A and the FTC; Effective Supply and Liquidity; Netflix Bites the Corporate Culture Bullet; Dirigisme with British Characteristics; Watson as a Demo
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Longreads + Open Thread
Sign up for free to gain access →Cybercrime, Publishing, Data, Mystery Seeds, Panic, Oil
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Newsletters Can Move Markets
Read this article →Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero
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Nextdoor: Old Model, New Networks
Unlock Premium to read this post →Plus! Ads and Unit Costs; Which Features Work; Buy Now, Pay Later; Tech Nationalism; Returns
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Weber and Traeger: From Selling Durables to Selling Durably
Unlock Premium to read this post →Plus! Airport Nationalism; Wages & Benefits; Business Travel Returns; The Branded Inbox; Fees
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Reshaping Competition
Sign up for free to gain access →Plus! Shrinkflation; Linkages; The UK and National Champions; Retail and Constraints; Amazon and Buy-Now-Pay-Later Strategy
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Longreads + Open Thread
Sign up for free to gain access →Tim Horton's, Gamers, Little Frog, Land, Privacy, Billionaires
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Illumina: "View Source" for Life
Read this article →Plus! The Balance Sheet-Constrained Bank; The Global Kuznets Curve in Action; Net Zero; Real-Time; Aviations Big Two (Plus One)
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Making Bundling an Auto-Antonym
Unlock Premium to read this post →Plus! Coal Isn't Over; Last Mile; Spillovers; Outsourcing; Not Just Blackrock
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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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Longreads + Open Thread
Sign up for free to gain access →Scale, Solo Inventors, State Capacity, China, Juul
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Chumboxes or Trust-Busters? Taboola and Outbrain
Read this article →Plus! Sticky Wages; Robinhood!; Search Engines; 1-to-M-of-N Secret Sharing; Housing