Stop Losses as Intellectual Honesty
Plus! Ads; The IPO Mystery; Underwriting; Tacit Knowledge; Analytics
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Meet the New Index Orphans
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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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Procter & Gamble, the Undisruptable
Unlock Premium to read this post →Plus! Airlines Remain a Good Microcosm; Wordle Remains an Incredible Acquisition; Training Your Replacement; Oil Trading and Upside; Cars-as-a-Service
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Nuclear Waste Cleanup is a Bookkeeping Business
Unlock Premium to read this post →Plus! Make Me Zero-Emissions, But Not First...; Supply or Demand?; Globalizing Services; Market Timing; Full Integration
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Two Kinds of Search
Unlock Premium to read this post →Plus! De-SPAC; Transaction Costs; The Cost of Market-Making; Defaults; Drops
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YouTube's Flywheels
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What Happens When Most Media Is Produced for an Audience of One?
Read this article →Plus! Universal Prime; Strategic Shifts; Bundling; Enterprise Twitter; Energy Leaks; Diff Jobs
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To: Elon; Subject: Congratulations(?)
Unlock Premium to read this post →Plus! Very Much In-Game Ads; Hardware to Software; Paywalls; Transitional Fuels and Transitional Policies; Fans and Haters
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Regulating Big Tech is a Product Problem
Read this article →Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking
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Three Ways to Think About the Ethics of Profiting from Bad News
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HelloFresh: Mealkits Can Work After All
Read this article →Plus! PR Campaigns for Ads; Underperformance; Monetizing Dead Mileage; Movies and Dynamic Pricing; Peloton and Inventory Management