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
34 million drivers hit US roads this Memorial Day weekend and were greeted at the pumps with the highest gas prices in seven years.
Author: Chris Isidore, CNN Business Read: 5 min.
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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