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Bowlero: Rolling Up the Bowling Business
Plus! Memberships; The Half-Life of Free-to-Play; Instacart and Going Direct; Self-Regulation; AI Art
Finance Read this article - Read this article
What Made Goldman's Arbitrage Desk Such a Great Talent Incubator?
Plus! Drones; Distressed Distress in China; Buybacks; LNG
Finance - Read this article
Hand-Crafted Artisanal Liquidity Provision
Plus! Consolidation; Shareholder Activism; Cash Burn; PE and Software Compete to Eat the World; Reinsurer of Last Resort; Diff Jobs
Finance - Read this article
The Economics of Noncompetes
Plus! Always a Bull Market Somewhere; SPACs; "Most-Hated Rally"; Pricing; Amazon and Seasonality
Finance - Read this article
Ferrari: The Inefficiency Premium
Plus! Coal and Spinoffs; Build-Your-Own-Amazon; Oil; Two Risks, One Risk Premium; Snap
Finance - Read this article
Inventing Demand
Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
Finance - Read this article
Auctioning Information
Plus! Food Stamps-as-a-Service; Disney+Ads; Prices and Market Share; Learning the Meta; Crypto's Long March
Finance - Read this article
Permission for Social Mobility
Plus! Sanctions; Ads, Everywhere; Newsletters!; Value; VC Markdown Game Theory
Finance - Read this article
Tegus and the Research Stack
Plus! Apple and Ads; MetaBonds!; Capex; Distribution; Expensive Executive Assistants
Finance - Read this article
Qurate: How Fast Does the Ice Cube Melt?
Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
Finance