The Porsche IPO and Mass Luxury
Plus! Growing Out of an Energy Deficit?; Subscription Travel; An ETF For Everything; He Is More Machine Now Than Man; Talent; Diff Jobs
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Bill Franke and the Other way to Make a Billion Dollars in the Airline Business
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Collecting Rents by Inventing Property
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Meme Stocks for the 0.01%
Unlock Premium to read this post →Plus! Ads Everywhere; JetBlue Goes Hostile; Institutional Constraints; Family Offices; The Long March Continues
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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
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The Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
Read this article →Plus! Diff Jobs; Twitter; Remote Work and Neurodiversity; Granularity; Unhealthy SPACs; More Evidence for the Travel Boom; Surcharges
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Politics and the Media Cycle
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Oyo: the the Risk-Stays-on-the-Books Model
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Vail Resorts: Land and Loyalty
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Heuristic/Model Synthesis
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Building Parallel Financial Systems
Read this article →Plus! Tethers and Dollars; The Hotel Shortage; The Credit Reopening; Ransomware Acceleration; Churn, Margins, and Habits
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What Happened to the Outsourcing Threat?
Unlock Premium to read this post →Plus! Tech and M&A; Algorithms and Things That Don't Scale; Chips as a Strategic Advantage; A Complicated Recovery in Travel; Options and Shorting