Games Workshop: In The Grim Dark Future, There Is Only High Incremental Operating Margin
Plus! Winners, Losers, Liquidity-Seekers; Colleges; Time To Build; Pension Bailouts, (Almost) Every Tech Company Becomes a Bank, more...
-
Become a member to gain access →
-
Sparta, LARPs, Ivies
Read this article →Plus! YC Undoes Something That Doesn't Scale, Why There Aren't Enough Masks, Out-Aggregating Amazon, and more...
-
Korea's Samsung or Samsung's Korea?
Unlock Premium to read this post →Plus! Layoffs, Rescinded Offers, Alumni, Hedges, Loan Guarantees, more...
-
Whistleblower Rewards: A Paper Trail Tax and a Fraud Subsidy
Unlock Premium to read this post →Plus! Amazon Payouts, Fast Funding, Github and Commoditized Complements, Bank of Cisco
-
The Minimum Viable Multinational Media Conglomerate
Unlock Premium to read this post →Plus! Bad Airlines News, Good Cruise Lines News, Adpocalypse, Layoffs, Momentum, Mean-Reversion
-
Which Part of Travel Recovers First?
Become a member to gain access →Plus! Contact Tracing, Delivery Economics, Square Stimulus, Electricity, COBOL, Pensions, Moore's Law, more...
-
Investing as a Rationality Dojo
Read this article →Plus! Fast Grants, (literal) Bandwidth, Electricity, (metaphorical) Bandwidth, Paradigm Shifts, More...
-
Has the "Long Deflation" Broken Price Signals for Consumer Goods?
Read this article →Plus! Airbnb, SMB data, Adpocalypse, Black Swan funds, Zoom's Reputational Bug Bounty
-
Cropped tweets show why Instagram is winning
Unlock Premium to read this post →Plus! Airbnb supply, Covid-19 genes, Streaming, Silicon Slopes, Platform Paradox
-
Why A "Pandemic Fund" Wouldn't Work
Unlock Premium to read this post → -
When Every Company Tries to be a Bank
Become a member to gain access →Plus! Singapore, College, Trade Finance, Alt-Data Fraud, Zoom, more...
-
Amazon Sees Like a State
Read this article →Plus! Pensions, Podcasts, Safe Havens, CPI, Toilet Paper, Boomers, Zoom, and more...