Grammarly: Network Effects on top of Network Effects
Plus! Subsidy Challenges; Supply Chains and the Fed; Meme Decline; The Slow Property Bailout; Cars and Collateral
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Defensive Monopolies
Read this article →Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
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New Kinds of Funding Mean New Kinds of Managing
Unlock Premium to read this post →Plus! No Parachute; Inequality; Peak Supply Chain Disruption?; Team-Based Hybrid Offices
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The Other Box
Unlock Premium to read this post →Plus! Revenue and Recognition; Evergrande Continues; Pensions Get Saner; NFTs: Fundable; The "Forever CEO"
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Criteo: How Low Can a Take Rate Go?
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Fanatics Inc.: The Spoiler
Unlock Premium to read this post →Plus! Cities and Duration; Disney's Semi-Renegotiation (and the Delta Variant); Car/Chip Convergence; Which Apps Win from a Lower Apple Tax?; Evergrande Continues
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New Communications System Developed STOP Market Structure Changes Imminent STOP
Unlock Premium to read this post →Plus! Inside the E-Commerce Ad Business; Evergrande and Real Estate; Inflation Hedges;Consumer Lending at Zero Interest; Fake Reviews
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Twilio’s Second Act
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The Controlled Demolition of China Evergrande
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What Is Investment Research For?
Unlock Premium to read this post →Plus! China’s Too-Big-To-Fail Developer; Taiwan’s Challenging Economic Neutrality; Recycling vs Monopoly; The Unhedgeable Bound; Measuring the Housing Boom; Liquidation
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Software Is Finally Eating Insurance: Inside the Duck Creek S-1
Unlock Premium to read this post →Plus! Death & Growth Stocks, TikTok Updates, Dead Money Collateral, The Market for Authenticity, more...