Procter & Gamble, the Undisruptable
Plus! Airlines Remain a Good Microcosm; Wordle Remains an Incredible Acquisition; Training Your Replacement; Oil Trading and Upside; Cars-as-a-Service
FinancePlus! Airlines Remain a Good Microcosm; Wordle Remains an Incredible Acquisition; Training Your Replacement; Oil Trading and Upside; Cars-as-a-Service
FinancePlus! TikTok; Factors; Replacing Passwords, and a Big Tech Truce; Solve for the Disequilibrium
FinancePlus! The Employee Equity Put; Competence; Literally; Activist Emissions Tracking; Travel Returns
TechPlus! Everything Converges on Ads and Payments; Pricing Power; Freight; Data and Truths; DeFi/TradFi Convergence
FinancePlus! Inventory; Ecosystem Acquisitions; Cannabis Capital; Bad Hedging; Finance and Distribution
FinancePlus! Amex and Tax Arbitrage; Buying the Constitution; Freight Conversion; Livestreaming; Texas and Bitcoin
FinancePlus! Payments as a Protocol; Distressed Investing; Self-Service; Loyalty; Housing Supply
FinancePlus! Big Tech Sees Like a State: Facebook and the Forests; Housing Liquidity; Information Overload; Getting Money Out of China
TechPlus! Two Turnarounds; Smart Glasses; Credit cards, Spending and Splurging; The Cyclical CEO Condition; Permanent Pricing
FinancePlus! More Mir; China and Gaming; Solo VC; A Natural Experiment for Indexing; The Clickbait Efficient Frontier
FinancePlus! The Balance Sheet-Constrained Bank; The Global Kuznets Curve in Action; Net Zero; Real-Time; Aviations Big Two (Plus One)
TechPlus! Ghost Kitchen Challenges; Ending Just-in-Time; Carbon; The Cost of a Breach; Universal Margin Improvement
Finance