The Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
Plus! Diff Jobs; Twitter; Remote Work and Neurodiversity; Granularity; Unhealthy SPACs; More Evidence for the Travel Boom; Surcharges
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The Theory Behind "The Stock's Not Acting Right"
Unlock Premium to read this post →Plus! Another Pandemic Policy Reversal; State-Driven [App] Development; Capital Structure Arbitrage; Russian MMT Update; Housing
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Vizio: Hardware to Software
Unlock Premium to read this post →Plus! The Non-Institutional Landlord Boom; Oil Capital; Local Subsidies; Deglobalization; Wealth Taxes and Opacity Subsidies
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War and Modern Monetary Theory
Unlock Premium to read this post →Plus! Rentier Nation?; Owning Link-in-Bio; Corn Politics; Big Tech Sees Like a State; Regulated Utilities as Traders
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Can Subscription Travel Work?
Unlock Premium to read this post →Plus! Continuous Release and Costs; Reflexivity in Crypto; Rentals; Peloton and Subscription; Buying Back
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The Factorio Mindset
Read this article →Plus! The Carbon Rally; The Bridge; Housing and Rates; Full Stack Media; Buying Out Contracts; Diff Jobs
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Daloopa: Data-to-Information Accelerant
Read this article →Plus! Covid Zero vs Ο-Variant; Covid Hormesis; Life on Planet Baumol; The Right Amount of Fraud; Selective Disclosure
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Danaher has a System
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Softbank's Dreams and Downside Protection
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Buybacks and the Complexity Discount Premium
Unlock Premium to read this post →Plus! Housing Liquidity; Housing Liquidity (pt. 2); YouTube Roll-Ups; Kroger; Convergence in Sports
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iBuying is as Hard as it Looks
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GLG: Who Researches the Researchers?
Unlock Premium to read this post →Plus! Trump SPACs, ESG, and Ninja; Platform Cooperation; Crypto Remains Mobile; Winning the Last Crisis