Bill Franke and the Other way to Make a Billion Dollars in the Airline Business
Plus! Smart Carts and Network Effects; Money and Status; Free Put Options; Transaction Costs; Real Estate Restructuring
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Growth, by Process of Elimination
Unlock Premium to read this post →Plus! Equities in Málaga; Competition; Bailouts Done Right; Adam Neumann's Skin in the Game; Celebrity PE
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How Amazon Does Strategy
Unlock Premium to read this post →Plus! Liquidity and Leverage; Crypto Bailouts; Baggage Tech; Splinternet by Other Means; Outsourcing, Latency, and Extra Clicks
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Collecting Rents by Inventing Property
Unlock Premium to read this post →Plus! A Jog on the Bank; Growth and Leverage; Lead Times; Targeting Adults; DMing Dollars
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Procter & Gamble, the Undisruptable
Unlock Premium to read this post →Plus! Airlines Remain a Good Microcosm; Wordle Remains an Incredible Acquisition; Training Your Replacement; Oil Trading and Upside; Cars-as-a-Service
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The Network Before the Internet
Read this article →Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
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Worth It For the Right Owner
Unlock Premium to read this post →Plus! Fuel Hedging; Big Tether Short; Second Prime Day; Marriott's Ad Network; Onshoring
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Populism and Product Sense
Unlock Premium to read this post →Plus! Death Spirals; Ahead of Supply Chains; Catching Up; Value; Where Inflation Isn't
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Meme Stocks for the 0.01%
Unlock Premium to read this post →Plus! Ads Everywhere; JetBlue Goes Hostile; Institutional Constraints; Family Offices; The Long March Continues
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Car Companies as Banks: The Suppliers
Unlock Premium to read this post →Plus! Arbitrage; Covid Economics Reprise in Russia; Banks and the Long Game; Virtual Legos; Pricing and Inflation
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What Flavors Sell?
Unlock Premium to read this post →Plus! Airline Expansion; A New Axis in the Populist/Elitist Analysis; Regulatory Arbitrage; Russian Cars; Alphabet Unbundling
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The Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
Read this article →Plus! Diff Jobs; Twitter; Remote Work and Neurodiversity; Granularity; Unhealthy SPACs; More Evidence for the Travel Boom; Surcharges