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[repost] A deep dive on the most successful band of all time

Shrinkage is growing

Pricing Power is Divine

What can we learn from business placebos?

the franchise model

Differentiated isn’t different

The curse of scale

Why did Venture Capitalists give to $5 billion q-commerce companies in 2021?

The $2 trillion market you’ve never heard of

What happened to Toys R Us?

Where is all the money in the world? (part 2)

Where is all the money in the world? (Part 1)

Investing in fantasy

The e-commerce revolution is just beginning

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