This week we look at Matthew Ball's latest essay, business deep dives (Sea, Starbucks, Zomato & Stripe), a profile of Bill Foley, crypto/NFT fundamentals, moat vs. durability and product positioning
One Step Up #45
One Step Up #45
One Step Up #45
This week we look at Matthew Ball's latest essay, business deep dives (Sea, Starbucks, Zomato & Stripe), a profile of Bill Foley, crypto/NFT fundamentals, moat vs. durability and product positioning