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
Plus! Growing Out of an Energy Deficit?; Subscription Travel; An ETF For Everything; He Is More Machine Now Than Man; Talent; Diff Jobs
Plus! Smart Carts and Network Effects; Money and Status; Free Put Options; Transaction Costs; Real Estate Restructuring
Plus! A Jog on the Bank; Growth and Leverage; Lead Times; Targeting Adults; DMing Dollars
Plus! Ads Everywhere; JetBlue Goes Hostile; Institutional Constraints; Family Offices; The Long March Continues
Plus! Airline Expansion; A New Axis in the Populist/Elitist Analysis; Regulatory Arbitrage; Russian Cars; Alphabet Unbundling
Plus! Diff Jobs; Twitter; Remote Work and Neurodiversity; Granularity; Unhealthy SPACs; More Evidence for the Travel Boom; Surcharges
Plus! Content Recycling and Growth; The Web3 Arbitrage; Statistical ESG; Underwriting; The Summer of Revenge Travel
Plus! TSMC's Planned Economy; Apple and Gaming; AI Ethics in China; Treatments
Plus! Pantry Mode; Shock Absorbers; Unwinding; Excel Killers, Excel Complements; Shopify Moves Up the Funnel
Plus! Insourcing; Cheap Capital; Two-Sided Networks; On Commodities; Friction/Monetization Arbitrage
Plus! Tethers and Dollars; The Hotel Shortage; The Credit Reopening; Ransomware Acceleration; Churn, Margins, and Habits
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