The network effects manual: 13 different types [NFX]
A look at Wells Fargo (WFC) [Sabre Capital]
SmileDirectClub's IPO highlights promises, pitfalls for DTC companies [Modern Retail]
How the recession of 2020 could happen [NYTimes]
Framework for evaluating enterprise software companies [Shomik Ghosh]
How Elon Musk gambled Tesla to save Solar City [Vanity Fair]
Streaming video will soon look like the bad old days of TV [Matthew Ball]
LaCroix won the bubble battle, but it's losing the sparkling water war [Bloomberg]
How Uber got lost [NYTimes]
The making of Amazon Prime [Vox]
China internet report [SCMP]
The real story of the brand Supreme [GQ]
Red flags on the WeWork IPO: WeWTF [Prof Galloway]
WeWork as the AWS of real estate? [Stratechery]
Harry Markopolos' write-up on General Electric [GEFraud]
Wednesday, August 28, 2019
What We're Reading ~ 8/28/19
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