Oscar: Upstart Economics, Incumbent Risks
Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlines
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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
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Malls: Competitors and Complements
Unlock Premium to read this post →Plus! Coworking: The Narrow Bet, Decentralization and Social Capital, Microstrategy Macro, more...