Steinway: Getting Growth out of a 300-Year-Old Technology
Plus! First-Party Data; Trading Credits for Emissions; Scraping; Splits; Where to Build
←
Back to all posts
-
Unlock Premium to read this post →
-
Yandex: Google Through the Looking Glass
Read this article →Plus! Shifting the Curve; Where Housing Demand Comes From; Throughput; Lobbying; Customer Service-as-a-Service
-
Square and Afterpay: Payments, not Credit
Unlock Premium to read this post →Plus! Data Leaks; Invisible Put Option Exercised; Another Company Goes Subscription; The Greenwashing/Credit Spreads Arbitrage; Greenflation
-
Reshaping Competition
Unlock Premium to read this post →Plus! Shrinkflation; Linkages; The UK and National Champions; Retail and Constraints; Amazon and Buy-Now-Pay-Later Strategy
-
TikTok: Build/Buy/Ban
Unlock Premium to read this post →Plus! Onshoring India, The China Model Outside China, Tech Sees Like a State, Unbundling Equity Research, more...
-
Bretton Woods Revisited
Read this article →Plus! Giphy, Africa, China & Chips, Italy & Tourism, Good Bubbles
-
African infrastructure: The long, long game
Unlock Premium to read this post →Plus! RobinHood, Social Capital bombast, Jam!, and geology