Memos

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Once a disruptor

Letter # 103 | 1 Nov 2022 | Three platform companies, disruptors of their time, that will likely generate over $100 billion in combined FCF

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Predatory pricing

Letter # 102 | 18 Oct 2022 Drop prices by 40%, reduce the number of players from ten to three and emerge stronger on the

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Transitions

Letter # 100 | 30 September 2022 | As we transition to three digits on the letter count, we take this opportunity to apprise you

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Wisdom of the crowds

Letter # 99 | 20 September 2022 | From weight-judging competitions to finding a lost US submarine, the crowd seemed to have the right answers

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