THE DIFFLiberty Braves Group: Betting With the House
Plus! Omicron; China and Messaging Politics; Black Friday; Taxing E-Cigarettes; Some People are Still Drilling; Other iBuyers
FinanceAll topics
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NuBank: Cost Control and Banking the Underbanked
Plus! Stablecoins; First-Party Data; Supply Chains; Big Tech Sees Like a State: Healthcare Edition; Standards
FinanceQuantitative Easing as an Effect of Weirdness, not a Cause
Plus! Many More Ad Bugs; Apparel and Pandemic Shifts; Disinformation Campaigns: Variance, Not Picking Sides; Software is Eating Receipts; IPO Cleanup
FinanceFinance is a Large Share of GDP, but "Finance" is not Necessarily Finance
Plus! More Mir; China and Gaming; Solo VC; A Natural Experiment for Indexing; The Clickbait Efficient Frontier
FinanceWarby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
Plus! Cutting the Apple Tax; Messaging; China and Security; Cyber Risk and Coordination; CEO Training
Finance83 Million Subscale Landlords
Plus! Subscriber Call; Misappropriation; The Bullwhip Effect; Opex is Revenue, Recursively; Rev-Share Rent; Data
FinanceAmazonifying the Un-Amazonable
Plus! Etsy/Depop: Networks Are Made of People (With Birthdays); AMC's Popcorn; Amazon, Regulator; Rollups and the Mid-Platform; Bubble as Hedge
TechParadox Interactive, The Little Big Media Conglomerate
Plus! Millennials: Not Poor, But Levered; Vaccine Markets; Only Chamath can go to the SEC Headquarters; Reigning Over Big Tech in China; Investment Boom; Archegos and SPACs
EconomicsThe Baby Boomer Rollup Industry
Plus! Slow Sales Cycles; Economic Diplomacy; This Time Really Is Different; Travel's Recoveries; Stripped Real Estate
FinanceCan An Unstable Asset be a Store of Value?
Plus! State Fiscal Challenges: Not Universal; The Game Theory of a Tech Scene; Counter-Moderation; Venezuela (Gradually) Liberalizes; Ponzi Demographics; Work-to-Rule Protectionism
FinanceCoinbase: When the Stock Competes With the Product
Plus! The Individual Contributor Factor; Science and Aging; Revenge Businesses; Supply Chains and the Surface Area Problem; In-House Silicon; Temporary Regulatory Arbitrage
Finance