The Economics of Gas Stations
Plus! A Preview, From China; Noisy Data; Platforms; Another Shortage; Hacking and Options
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A Different Way to Look at Which Countries Get Rich
Unlock Premium to read this post →Plus! Bridging Generations; Apps, Not Just Games; Complexity Limits; Fake Accounts; Fees
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Worth It For the Right Owner
Unlock Premium to read this post →Plus! Fuel Hedging; Big Tether Short; Second Prime Day; Marriott's Ad Network; Onshoring
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NextEra Energy's Green Growth
Read this article →Plus! Specialized Cloud; Bailouts; Another Look at Inflation; Trucking Recession; Belt and Road Alternative; Diff Jobs
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Optimal Fundraising in Times of Capital Scarcity
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Membership Collective and the Status Business
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What the Biggest, Best Bank is Seeing
Unlock Premium to read this post →Plus! What is PE Buying?; End-to-End; Slower; Wheat; Snap
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Adverse Selection is the Second Most Powerful Force in the Universe
Unlock Premium to read this post →Plus! Metaverse; No New Normal for Supply Chains; The Top-Heavy Market; "Uninvestable"
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The Memo and the Multiples
Unlock Premium to read this post →Plus! Retail Media; Low-Multiple Consolidation; Housing is Slowing; Moving up the Value Chain; Negotiating Sanctions
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Car Companies as Banks: The Suppliers
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Refactoring Restaurants
Read this article →Plus! 401(k)s With Chinese Characteristics; Middlemen and Leverage; Concentration; A Mixed Trucking Recession; Deglobalization in Autos
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What Flavors Sell?
Unlock Premium to read this post →Plus! Airline Expansion; A New Axis in the Populist/Elitist Analysis; Regulatory Arbitrage; Russian Cars; Alphabet Unbundling