You Learn From Good Businesses and Bad Trades
Plus! ByteDance, Clubhouse, China, Italy, Cloud, Facebook, more...
Plus! ByteDance, Clubhouse, China, Italy, Cloud, Facebook, more...
Plus! Masterclass, Europe, USD, RMB, V/L Recovery, Twitter, Oil Tax
Plus! Rogan -> Spotify, NYT 3P -> 1P, Conferences ,Theaters, Microsoft Build, Facebook Shops,
Plus! Reopening Sticks & Carrots; Walmart as a Fast-Follower; Zuckerberg on Covid-19—Early; and more...
Plus! Giphy, Africa, China & Chips, Italy & Tourism, Good Bubbles
Plus! Multilateralism, Unilatéralisme, Wanamaker Updated, Domestic Fabs, and More...
Plus! Theaters' Lifeline, Uber + GrubHub, Scooters, Amazon's Gouging Gambit, and More...
Plus! Old Media, Education, Delivery M&A, Delivery Funding, Crypto, Dark Matter
Plus! Ad Supply, Ad Demand; Venture Debt; Quibi; Slack and Switching Costs; Cloud; and more...
Plus! Carnival, Content, Air Travel, Chips, Reply-All Storms, Tiktok
Plus! Oil & Onions, Uber & Expedia, Zoom Progress, California Deficits, Gouging, Model Risk
Plus! Business as Usual in PE, Pensions through the Looking Glass, Remote Work Layoffs, More...