What Flavors Sell?
Plus! Airline Expansion; A New Axis in the Populist/Elitist Analysis; Regulatory Arbitrage; Russian Cars; Alphabet Unbundling
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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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How Ryanair Helps Airports Manufacture Demand
Unlock Premium to read this post →Plus! A Series of Tubes; What Not to Boycott; Leasing; Apple and TSMC; When an Ad-Based Business is an Ad
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One-Shot Sanctions
Unlock Premium to read this post →Plus! Hacks; Digital Prosthetics and Mixed Media; Energy Independence; The New Map; Order Frequency
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Plaid: Data Layer to Payments Layer?
Read this article →Plus! The Next Conflicts; Decentralization as a Liability; Decentralization as an Asset; Reopening; Succession Problems; Diff Jobs
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Loews: A Metonym for the Value Factor
Unlock Premium to read this post →Plus! Decentralization; The S in ESG; The Residual Claimant; Japan's Delayed Recovery; Getting Away from Gas
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Ideological What and Why, Pragmatic When and How
Unlock Premium to read this post →Plus! Dealing With Expensive Crude; Logistics; Shorting Disclosure; Prices
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Match Group and Managed Dissatisfaction
Read this article →Plus! Revolving Doors; Sanctions; Iterating; Bad Funds, Conflicts, and Bias; Diff Jobs
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Distribution-to-Content Disruption: Lessons from Early HBO
Unlock Premium to read this post →Plus: Ukraine; Early-Stage Money Flows; Cyclicality in Crypto; Sanctions and Fungibility; Continuous Evaluation
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iBuying is as Hard as it Looks
Unlock Premium to read this post →Plus! Tech Realignment; Faces; After High Take Rates; Broader Blacklists
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The Importance of Duration
Unlock Premium to read this post →Plus! Square/Afterpay; Slack and Telemedicine; The Counterintuitive Effects of Sanctions; Broker IPOs as a Contrarian Indicator; Covid Cycles
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Surviving a Combinatorial Explosion
Read this article →Plus! Sanctions, Cautiously; Adtech Always Adds Layers; Unfundable Mines; Less Marginal Business