Tanay’s Newsletter
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Understanding different studios approaches to distribution of blockbuster films and the economics guiding them
Jul 26Comment 1Share
Loyalty, Perks and bridging the gap between customers and shareholders
Jul 19Comment 2Share
A few takeaways from Duolingo's S-1 filing
Jul 13Comment 4Share
Democratization, disruption and day-trading
Jul 5CommentShare
Distribution, Scale and Growing Take Rates
Jun 29CommentShare
The benefits of considering the customer as the atomic unit of analysis for firm valuation and value creation
Jun 21Comment 1Share
Should Amazon be required to stop its private label business?
Jun 14Comment 1Share
A few takeaways from FIGS' S-1 on building successful DTC businesses
Jun 8CommentShare
How digital advertising competes with rent, headcount and other forms of spending
May 31Comment 1Share
Understanding the The Durbin Amendment
May 24CommentShare
Modern card issuing, financial infrastructure and usage-based pricing
May 17Comment 4Share
Five takeaways from the largest online audio platform in China's IPO filing
May 11CommentShare
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