Compartmentalizing Complexity
Plus! Moderation; Space Law; Working from Home; Orderly Markets; Feature Convergence
←
Back to all posts
-
Unlock Premium to read this post →
-
Longreads + Open Thread
Read this article →Russia, Japan, Documentaries, Financial Engineering, Pollen, Grocery
-
Inventing Demand
Read this article →Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
-
Collecting Rents by Inventing Property
Unlock Premium to read this post →Plus! A Jog on the Bank; Growth and Leverage; Lead Times; Targeting Adults; DMing Dollars
-
Nuclear Waste Cleanup is a Bookkeeping Business
Unlock Premium to read this post →Plus! Make Me Zero-Emissions, But Not First...; Supply or Demand?; Globalizing Services; Market Timing; Full Integration
-
The Pharma Royalty Business and Restructuring Pharma
Unlock Premium to read this post →Plus! Everything Converges on Ads and Payments; Pricing Power; Freight; Data and Truths; DeFi/TradFi Convergence
-
The Valuation Arbitrage Keiretsu Model
Unlock Premium to read this post →Plus! Reshuffling Human Capital; Viral Distribution; The Supply Chain Survived; A Bullwhip Effect in Housing?; The Founder CEO Premium
-
The Aircraft Leasing Business: Iron Condors, Asset Leashes, Travel Index Funds
Unlock Premium to read this post →Plus! Inventory; Ecosystem Acquisitions; Cannabis Capital; Bad Hedging; Finance and Distribution
-
Softbank's Dreams and Downside Protection
Unlock Premium to read this post →Plus! Payments as a Protocol; Distressed Investing; Self-Service; Loyalty; Housing Supply
-
Indirect-to-Consumer: The E-commerce Rollup Business
Unlock Premium to read this post →Plus! M&A and the FTC; Effective Supply and Liquidity; Netflix Bites the Corporate Culture Bullet; Dirigisme with British Characteristics; Watson as a Demo