Fanatics Inc.: The Spoiler
Plus! Cities and Duration; Disney's Semi-Renegotiation (and the Delta Variant); Car/Chip Convergence; Which Apps Win from a Lower Apple Tax?; Evergrande Continues
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Vail Resorts: Land and Loyalty
Unlock Premium to read this post →Plus! Pantry Mode; Shock Absorbers; Unwinding; Excel Killers, Excel Complements; Shopify Moves Up the Funnel
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Accidental Banks Are Worth More Than Intentional Ones
Unlock Premium to read this post →Plus! Tapping SPAC Brakes; Trust-Busting and Variance; Limits to Asset Class Stickiness; The Bullwhip Effect Arrives
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Where Zoom Goes Next
Unlock Premium to read this post →Plus! Content Strategy and the Buy Side; Section 230 as Facebook's TAM; Liability; Pent-Up Demand?; "As I hope you've gathered, Intel is back"