THE DIFFThe 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
Plus! Smart Carts and Network Effects; Money and Status; Free Put Options; Transaction Costs; Real Estate Restructuring
FinanceCollecting Rents by Inventing Property
Plus! A Jog on the Bank; Growth and Leverage; Lead Times; Targeting Adults; DMing Dollars
FinanceMeme Stocks for the 0.01%
Plus! Ads Everywhere; JetBlue Goes Hostile; Institutional Constraints; Family Offices; The Long March Continues
FinanceWhat Flavors Sell?
Plus! Airline Expansion; A New Axis in the Populist/Elitist Analysis; Regulatory Arbitrage; Russian Cars; Alphabet Unbundling
FinanceThe 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
FinancePolitics and the Media Cycle
Plus! Content Recycling and Growth; The Web3 Arbitrage; Statistical ESG; Underwriting; The Summer of Revenge Travel
FinanceOyo: the the Risk-Stays-on-the-Books Model
Plus! TSMC's Planned Economy; Apple and Gaming; AI Ethics in China; Treatments
FinanceVail Resorts: Land and Loyalty
Plus! Pantry Mode; Shock Absorbers; Unwinding; Excel Killers, Excel Complements; Shopify Moves Up the Funnel
FinanceHeuristic/Model Synthesis
Plus! Insourcing; Cheap Capital; Two-Sided Networks; On Commodities; Friction/Monetization Arbitrage
FinanceBuilding Parallel Financial Systems
Plus! Tethers and Dollars; The Hotel Shortage; The Credit Reopening; Ransomware Acceleration; Churn, Margins, and Habits
FinanceWhat Happened to the Outsourcing Threat?
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
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