Index Funds, Monopolies, and Incentives
Plus! Collusion, Pull-Forward, Hong Kong, Box Office, Hotels, Intangibles, Politics as Momentum
←
Back to all posts
-
Unlock Premium to read this post →
-
Understanding the Great Japan Freakout
Unlock Premium to read this post →Plus! Retail Sales, China and India, Theaters, Leverage, Italy, Externalities, Email
-
Industry Deep Dive: Theme Parks, Pre-Covid and Post-
Unlock Premium to read this post →Plus! Scaling Moderation, Theater Reopening, Software Slump, Fungibility of Crime, and more...
-
The Instagram Way
Unlock Premium to read this post →Plus! One Macro Bet, Jio, High-Frequency Indicators, Noisy Data, Theaters
-
Carta: Bringing Tech Companies Back to the Futuristic 1990s
Unlock Premium to read this post →Plus! Rogan -> Spotify, NYT 3P -> 1P, Conferences ,Theaters, Microsoft Build, Facebook Shops,
-
Spotify: Many Steamrollers, Few Nickels
Unlock Premium to read this post →Plus! Theaters' Lifeline, Uber + GrubHub, Scooters, Amazon's Gouging Gambit, and More...
-
Foxes, Henhouses, and Cybersecurity
Unlock Premium to read this post →Plus! Old Media, Education, Delivery M&A, Delivery Funding, Crypto, Dark Matter
-
How Teledyne Became Ordinary
Unlock Premium to read this post →Plus! Carnival, Content, Air Travel, Chips, Reply-All Storms, Tiktok