Inventing Demand
Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
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Match Group and Managed Dissatisfaction
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The Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
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Turo: How To Build a Hybrid Vehicle With Financial Engineering (Among Other Things)
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Roper: Capital Allocation by Formula
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Duolingo's Efficient Frontier
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Winner-Take-Some Platforms
Unlock Premium to read this post →Plus! Shorting startups; Google Commoditizes the Complement in Travel; The Apple Roadmap; Uber’s Financial Engineering; Microstrategy’s Financial Engineering; Equal Representation