Nexstar: Quiet Compounder
Plus! Conspiracies; Retail and Turnover; Property Companies; SPACs Across the Pond; Grocery Stores as Ad Companies
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FaZe: Would You Buy a Mostly-Sedentary Sports Team?
Unlock Premium to read this post →Plus! Monetizing IP; Successful Micro-Activism; Pricing; Not Just Value; Collectibles and Network Effects
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Hand-Crafted Artisanal Liquidity Provision
Read this article →Plus! Consolidation; Shareholder Activism; Cash Burn; PE and Software Compete to Eat the World; Reinsurer of Last Resort; Diff Jobs
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Block: Designing Payments, Mismatched Networks
Unlock Premium to read this post →Plus! Full-Stack; Bailouts; Labor Shortage; Spam and Politics; One Click
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Permission for Social Mobility
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Qurate: How Fast Does the Ice Cube Melt?
Unlock Premium to read this post →Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
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What Happens When Most Media Is Produced for an Audience of One?
Read this article →Plus! Universal Prime; Strategic Shifts; Bundling; Enterprise Twitter; Energy Leaks; Diff Jobs
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To: Elon; Subject: Congratulations(?)
Unlock Premium to read this post →Plus! Very Much In-Game Ads; Hardware to Software; Paywalls; Transitional Fuels and Transitional Policies; Fans and Haters
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Regulating Big Tech is a Product Problem
Read this article →Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking
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Politics and the Media Cycle
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Distribution-to-Content Disruption: Lessons from Early HBO
Unlock Premium to read this post →Plus: Ukraine; Early-Stage Money Flows; Cyclicality in Crypto; Sanctions and Fungibility; Continuous Evaluation
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Can Subscription Travel Work?
Unlock Premium to read this post →Plus! Continuous Release and Costs; Reflexivity in Crypto; Rentals; Peloton and Subscription; Buying Back