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?
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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Clean Trades and Dirty Hedges
Read this article →Plus! Cash as Cosmetics; Two Inflations; AI; Offline-to-Online; Starlink; Diff Jobs
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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
Read this article →Plus! Demand Management; Influencers; Downsides to scaling; Look-through emissions; Lore; Diff Jobs
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Three Ways to Think About the Ethics of Profiting from Bad News
Unlock Premium to read this post →Plus! Hormetic Disruptions; The Microeconomics of the Return to Office; Away From Russia, With Effort; NFT Consolidation; What Users Want to Want
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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)
Unlock Premium to read this post →Plus! Scaling Streaming; Auctions and Customer Acquisition; Meta's Missing Attrition; Facebook and Radicalization; When Multi-Cloud Doesn't Work
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The Other Box
Unlock Premium to read this post →Plus! Revenue and Recognition; Evergrande Continues; Pensions Get Saner; NFTs: Fundable; The "Forever CEO"
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Hybrid How Long?
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Two Big Tech Approaches to Capital Allocation
Unlock Premium to read this post →Plus! Supply Chains; Building Better Metrics; Linkrot; Virtual Veblen; Digital Sovereignty; What Exactly is Inflation?
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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