Own The Internet
What if I told you about a business with strong network effects and 200x YoY revenue growth that was preparing to offer a 25% dividend and implement a permanent share buyback program? Is that something you might be interested in?
Author: Not Boring by Packy McCormick Read: 23 min.
Gas Prices are at a 7-year High, Just in Time for Memorial Day
Distribution and Demand
Aggregators win by consolidating demand; platforms exert dominance by controlling distribution. Search results and social networks are the former; App Stores and access-control are the latter. Not understanding the difference is, as both AT&T and Verizon have learned, exceptionally costly.
Author: Ben Thompson. Read: 22 min
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