Seth Klarman's warning on global division and debt [Dealbook]
Why some platforms thrive and others don't [Harvard Business Review]
Customer loyalty is overrated [Harvard Business Review]
Survival is the ultimate performance measure of a business [Intelligent Fanatics]
On Netflix's pricing flex [Stratechery]
Interview with Peloton's CEO [strategy + business]
A look at Ferrari (RACE) [Intrinsic Investing]
Profile of Masayoshi Son, most powerful person in Silicon Valley [FastCompany]
Starbucks' worst nightmare in China is coming true [Forbes]
Direct to consumer brands are mostly spurning Amazon [Digiday]
Not all marketplaces are created equal [Medium]
US birthrate at 30-year low [WSJ]
Stockpickers don't know how to sell [Bloomberg]
On 5G: if you build it, we will fill it [Benedict Evans]
Meet the new payment champions, same as the old ones [WSJ]
How a deluge of money nearly broke the English Premier League [The Guardian]
To cover China, there's no substitute for WeChat [NYTimes]
Wednesday, January 23, 2019
What We're Reading ~ 1/23/19
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