2U, Education, and Lead Generation
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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
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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
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Pinterest's Twin Challenges
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NextEra Energy's Green Growth
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Railroad Deep Dive: Analyzing CSX
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Snap: The Relentless Quest to Own the Interface
Become a member to gain access →Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha