How product, marketing, and cost innovations create a massive opportunity
A review of the Q2 earnings: growth in digital subscriptions, a fall in advertising, and a decline in APRU due to long-term investing.
Ant's IPO has been taken down. What happened, what do you need to know and what should we expect to see next?
The largest IPO in history is happening in China with Ant Financial. In this post, we discuss all the services Ant Financial provides and what to expect in the future from Ant.
Polls and pundits don't do a good job of predicting election results. But what about prediction markets? In this post, we discuss what makes a good market and what could cause it to be wrong.
Why subscription hardware is better than hardware, the cross-selling opportunity, how Mirror could lead to a connected home, and why Mirror is a call option for Lululemon.
The difference between a contractor and an employee, what Uber's existing business looks like and how AB5 will impact their financials.
Nike just released their latest earnings report. We dive into their "Consumer Direct Offense" strategy, how they combined their brand marketing with technology.
Last week I pitched the idea of buying a school bus operator. This week I tell you how to do it.
What drivers think of AB 5, why it was written, and the pricing differences between services
