retail therapy

Owning the funnel

“Unlike their western counterparts, who can build sizable companies being the best-of-breed for different geographies, Chinese tech companies have to focus on owning the user (and funnel) to grow.” | learn more

tech, startups, internet

What it will take to defeat TurboTax

“It’s taking consumer finance companies with massive distribution, combining them with a tax preparation API and real-time visibility into users tax position. Tackling TurboTax head on is probably a waste of money. Tackling TurboTax asymmetrically has a real shot.” | learn more

fun facts

The Beirut bank job

“[Security expert] Jayson E. Street tells us a story about the time he broke into a bank in Beirut Lebanon.” | learn more

fun facts

The best way to rob a bank is to own a bank

Ben Hunt: “I think that the collapse over the past week of Greensill Capital has a lot of systemic risk embedded within it, particularly as the fraudulent deals between Greensill and its major sponsors – Softbank and Credit Suisse – […]