Insurgency Economics
Plus! Stealth M&A; Big Tech Sees Like a State: Vaccine Passport Edition; A New Login Layer;Sleepover Quarantines and Correlated Risks; Summer Jobs and Human Capital
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The Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
Read this article →Plus! What's Big on Facebook; OnlyClothed?; Elite Overproduction as Risk Aversion; A Second Cleantech Boom; Chip Consolidation
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Magalu: Inside Brazil's Omnichannel Powerhouse
Read this article →Plus! The Privacy/Security/Centralization Axes; Factors of Production; VPNs and Streaming Price Discrimination; The Belt and Road Alternative; Privacy and Tradeoffs
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Twilio’s Second Act
Unlock Premium to read this post →Plus! News and Views; Transaction Costs and News; Selling the Stack; Evergrande Flails
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Definite Optimism and the M&A Metagame
Unlock Premium to read this post →Plus! Durable APIs; The Global Neighborhood Watch; Lack of Liquidations; Virtual Return to the Office; Space Law
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Newsletters Can Move Markets
Read this article →Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero
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Nextdoor: Old Model, New Networks
Unlock Premium to read this post →Plus! Ads and Unit Costs; Which Features Work; Buy Now, Pay Later; Tech Nationalism; Returns
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Making Bundling an Auto-Antonym
Unlock Premium to read this post →Plus! Coal Isn't Over; Last Mile; Spillovers; Outsourcing; Not Just Blackrock
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What Happened to the Outsourcing Threat?
Unlock Premium to read this post →Plus! Tech and M&A; Algorithms and Things That Don't Scale; Chips as a Strategic Advantage; A Complicated Recovery in Travel; Options and Shorting
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SimilarWeb and the Business of Leasing Data
Unlock Premium to read this post →Plus! Facebook and Audio; Security Updates; Bad Bank; Inflation; Inflation (pt. 2)
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Cloudflare's Intelligent Design
Read this article →Plus! Travel Recovery; Targeted Restrictions; Another Retail Ad Product; Semi-Public
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Electrocloud!
Read this article →Plus! IPO Demand Curves; Blackout Insurance; Theaters and the Streaming Option; Easy Comps; Permanent Shifts