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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Auctioning Information
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Permission for Social Mobility
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Tegus and the Research Stack
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Assuming Efficient Markets to Exploit Market Inefficiencies
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The Economics of Gas Stations
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How Amazon Does Strategy
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What are Commodity Trading Firms For
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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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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
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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