2U, Education, and Lead Generation
Plus! Politically Homeless Big Business; Seeding Content; The Long History of Momentum Investing; Tools and Networks; Anti-Clickbait
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Ferrari: The Inefficiency Premium
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Block: Designing Payments, Mismatched Networks
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Moderna's Bets: Moonshots and Platforms
Read this article →Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
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Tegus and the Research Stack
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Qurate: How Fast Does the Ice Cube Melt?
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Can EventBrite Outflank a Monopoly?
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Diversified Energy PLC: Orphaned Stock for Orphaned Assets
Unlock Premium to read this post →Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
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Pinterest's Twin Challenges
Unlock Premium to read this post →Plus! Are Data Centers a Monopoly or a Commodity?; Complements and Costs; Planned Trades and Information Asymmetry; Crypto Solvency; Commodities
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NextEra Energy's Green Growth
Read this article →Plus! Specialized Cloud; Bailouts; Another Look at Inflation; Trucking Recession; Belt and Road Alternative; Diff Jobs
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Railroad Deep Dive: Analyzing CSX
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Snap: The Relentless Quest to Own the Interface
Read this article →Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha