CAC Moats and CAC Spirals
Plus! Scaling; Jobs; Logistics and Utilization; PE and Software; Ad Receivables
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The Economics of Noncompetes
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What are Commodity Trading Firms For
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Type-Safe Internal Communications
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Can Datadog Dodge the Growth Slowdown?
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Refactoring Restaurants
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What Happens When Most Media Is Produced for an Audience of One?
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The Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
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HelloFresh: Mealkits Can Work After All
Read this article →Plus! PR Campaigns for Ads; Underperformance; Monetizing Dead Mileage; Movies and Dynamic Pricing; Peloton and Inventory Management
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One-Shot Sanctions
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Target: Amazoning Backwards
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Headcount, Dealflow, and Finance as a Recruiting Business
Unlock Premium to read this post →Plus! The Slow, Partial Energy Recovery; Pricing Power; Marketing Eats Hardware; Distressed Debt in Distress; Software/Real Estate Convergence