Weber and Traeger: From Selling Durables to Selling Durably
Plus! Airport Nationalism; Wages & Benefits; Business Travel Returns; The Branded Inbox; Fees
-
Unlock Premium to read this post →
-
Reshaping Competition
Become a member to gain access →Plus! Shrinkflation; Linkages; The UK and National Champions; Retail and Constraints; Amazon and Buy-Now-Pay-Later Strategy
-
Longreads + Open Thread
Become a member to gain access →Tim Horton's, Gamers, Little Frog, Land, Privacy, Billionaires
-
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)
-
Making Bundling an Auto-Antonym
Unlock Premium to read this post →Plus! Coal Isn't Over; Last Mile; Spillovers; Outsourcing; Not Just Blackrock
-
Robinhood's Challenge
Read this article →Plus! Another Gulf Carrier?; Air Buyout; The AI Layer; Didi and Information Asymmetry; Strategic SPACs
-
Longreads + Open Thread
Become a member to gain access →Scale, Solo Inventors, State Capacity, China, Juul
-
Chumboxes or Trust-Busters? Taboola and Outbrain
Read this article →Plus! Sticky Wages; Robinhood!; Search Engines; 1-to-M-of-N Secret Sharing; Housing
-
Duolingo's Efficient Frontier
Unlock Premium to read this post →Plus! Amazon's Upside; Copilot; The Microsoft Legal Strategy; Take Rates; The Infrastructure Layer
-
Affirm, Returnly, and Balance Sheet Micromanagement
Unlock Premium to read this post →Plus! Google's Pigouvian App Store Taxes; Coping with Tracking; Scaling PPP; Writing Options; Fleets
-
We are All Buffettologists Now
Read this article →On the other hand...
-
AWS. Scale.AI. Lego.
Unlock Premium to read this post →Plus! Shale; Specialized Fintech; Cherry-Picking; Vegas; Overdrafts