Nearly every consumer-facing company now has some kind of points or reward system. Some of them are creating real value and many are not, but they all use the same rhetoric and intermediate
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"Every serious subject seems to undergo a kind of inductive metamorphosis, in which what has previously been assumed without discussion turns into the central problem to be discussed."
— Northrop Frye
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Does the algorithmic "enshittification" of online shopping even make sense from the business side? Do brands and retailers really understand what they're going?
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I know I'm not the only one in the stock market who's already tired of hearing about AI this year. But apart from rolling our eyes, is there anything investors should be doing with this commentary?
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Usually my public notes are more about tenants and operators, but this one is very REIT-centric. I think the problem I'm describing is one that every REIT-dedicated investor has some version
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