FaZe: Would You Buy a Mostly-Sedentary Sports Team?
Plus! Monetizing IP; Successful Micro-Activism; Pricing; Not Just Value; Collectibles and Network Effects
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Qurate: How Fast Does the Ice Cube Melt?
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Clean Trades and Dirty Hedges
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Of Course Shares of Private Companies are Tradable (Terms and Conditions May Apply)
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NFTs and the Money/Status Exchange Rate
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Three Ways to Think About the Ethics of Profiting from Bad News
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What Happens When You Buy at an All-Time High?
Read this article →Plus! Diff Jobs; Amazon and Ads Ads Ads!; NFTs as Tickets; Wages: Who's Losing?; Media-to-Monetization; Negawatts
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Samsara: The Internet of (Expensive) Things (With Wheels)
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The Other Box
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Hybrid How Long?
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Two Big Tech Approaches to Capital Allocation
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Who Amazon Grows With
Unlock Premium to read this post →Plus! Transparency Two-Step; Red Flags; Liquidity and Comps; Big Tech Sees Like a State: Vaccination Edition; ARPA and Better Research Models