THE DIFFBill Franke and the Other way to Make a Billion Dollars in the Airline Business
Plus! Smart Carts and Network Effects; Money and Status; Free Put Options; Transaction Costs; Real Estate Restructuring
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Nexstar: Quiet Compounder
Plus! Conspiracies; Retail and Turnover; Property Companies; SPACs Across the Pond; Grocery Stores as Ad Companies
MediaWhy is the German Real Estate Industry Levering Up So Fast?
Plus! The Reinsurer of Last Resort; Balance Sheet Problems; ESG Includes Governance; Streamlining; Banks
FinanceQurate: How Fast Does the Ice Cube Melt?
Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
FinanceIs Everything Getting Old?
Plus! Parity; Work from Home; Surgery; Buffett and Energy; Splinternet Update
TechData's Limits and the Judgment Gap
Plus! Mobility; More Housing, Just in Time; Wargamification; Worker Shortages; Taiwan; Diff Jobs
FinanceTwo Kinds of Search
Plus! De-SPAC; Transaction Costs; The Cost of Market-Making; Defaults; Drops
TechMembership Collective and the Status Business
Plus! Volatility; Cheaper Freight; Proxies; Gaming Fintech; The Pause
FinanceDemographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
Plus! Discount Rates; Commerce; Commerce, Con't.; Splinternet Update; Mercantilist PE
FinanceThe Memo and the Multiples
Plus! Retail Media; Low-Multiple Consolidation; Housing is Slowing; Moving up the Value Chain; Negotiating Sanctions
TechCars Manufacture the Modern Middle Class
Plus! Not Enough Housing; Durable Network Effects; VPN Integration; Reserve Currency Problems; Movies
FinanceKeyword Studios: The Gaming Industry on Easy Mode
Plus! A Fleet, Not a Tweetstorm; Calling the Top; A Demographic Tailwind; Economic Cyberwar; Leverage on Leverage
Finance