THE DIFFHelloFresh: Mealkits Can Work After All
Plus! PR Campaigns for Ads; Underperformance; Monetizing Dead Mileage; Movies and Dynamic Pricing; Peloton and Inventory Management
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How Ryanair Helps Airports Manufacture Demand
Plus! A Series of Tubes; What Not to Boycott; Leasing; Apple and TSMC; When an Ad-Based Business is an Ad
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One-Shot Sanctions
Plus! Hacks; Digital Prosthetics and Mixed Media; Energy Independence; The New Map; Order Frequency
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Target: Amazoning Backwards
Plus! No Neutral Parties; Manual Moderation; Better Ad Buying; Exporting Inflation to Japan
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Adding Up Emissions
Plus! Ukraine and Air Freight; Russia and China; Going Greenish; Logistics and Lead Generation; Games and Marketing
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Loews: A Metonym for the Value Factor
Plus! Decentralization; The S in ESG; The Residual Claimant; Japan's Delayed Recovery; Getting Away from Gas
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Ideological What and Why, Pragmatic When and How
Plus! Dealing With Expensive Crude; Logistics; Shorting Disclosure; Prices
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Distribution-to-Content Disruption: Lessons from Early HBO
Plus: Ukraine; Early-Stage Money Flows; Cyclicality in Crypto; Sanctions and Fungibility; Continuous Evaluation
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Can Subscription Travel Work?
Plus! Continuous Release and Costs; Reflexivity in Crypto; Rentals; Peloton and Subscription; Buying Back
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How Would You Run a 10,000-Year Endowment?
Plus! Buy-to-Sell?; Dematerializing Gaming; New Profits in Old Media; Insourcing; Diff Jobs
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VC and the Systematic Search for Outliers
Plus! The Paradox of Decentralization and NFTs; Pigouvian Benefits Update; Two Kinds of Growth; Accidental Shortages; LNGeopolitics, Continued
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Every Channel, Every Model
Plus! Antitrust and Economics; Supply Chains Slow M&A; Streaming and Channel Conflicts; Pay Convergence; e-CNY
Finance