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Capital Allocation
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- Meta Meets Microsoft – Strategic VR Market Positioning and Enterprise Go-to-Market ·
- An Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse ·
- An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud ·
- The Services iPhone – Apple's Strategic Shift from Hardware to Services Company ·
- Instagram, TikTok, and the Three Trends ·
- Family Fortunes ·
- An Interview With The New York Times Company CEO Meredith Kopit Levien ·
- Big Ten Blame — How Sports Rights Negotiations Drive Conference Realignment ·
- How to Build Your Capital Stack as a Modern CFO ·
- Spotify, Netflix, and Aggregation: Why Commodity Supply Economics Determine Long-Term Value ·
- Warner Bros. Discovery: Zaslav's Strategy for Synergy, Cost Discipline, and Cash Flow ·
- Five Mid-Year Predictions for Web3 ·
- Cable's Last Laugh: Why Cable Companies Are Positioned for Growth Despite Cord-Cutting ·
- Beyond Aggregation: Amazon as a Service ·
- Why Netflix Should Sell Ads ·
- Tech and War — Stratechery by Ben Thompson ·
- An Interview with Intel CEO Pat Gelsinger on IDM 2.0 Strategy and Foundry Business ·
- Shopify's Evolution: Platform Strategy and Competition with Amazon ·
- The Intel Split: Strategic De-Integration and Foundry Economics ·
- Why Execution Matters ·
- The Amazon Empire Strikes Back ·
- Musings on Markets: The Billionaire Tax and Its Fundamental Flaws ·
- Shutterstock Acquires Pattern89, Datasine, and Shotzr to Launch Shutterstock.AI
- How Private Debt, Asset-Based Loans & Inventory Finance Can Support Growth ·
- Data Update 4 for 2021: The Hurdle Rate Question ·