2PM - No. 785: The new MOAT
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No. 782: Black Friday Down
Monday, November 29, 2021
For Virgil. 🕊🏁® View this email in your browser Welcome to No. 782: This edition is for LVMH's Virgil Abloh and all of us who were inspired by his work. The most clicked from last week: Macy's
No. 780: The Holiday Gifting Antidote
Monday, November 22, 2021
Short Report. View this email in your browser Welcome to No. 780: The most clicked last Friday: Nike's move towards Roblox (Input Mag) and Netflix's new media project (Global Top 10). Major
No. 777: Newly Acquired
Monday, November 15, 2021
The VC to IPO to PE Pipeline View this email in your browser Welcome to No. 777: The most clicked last week: our expanded look at consumer meeting crypto (CryptoKicks) and the latest from Packy and
No. 775: GOOD TIMING
Monday, November 8, 2021
Nike, Cryptokicks, and Meta. View this email in your browser Welcome to No. 775: The most discussed from Friday's members-only letter: (1) Protocol: this odd Amazon store and (2) GlobalTrade: Four
No. 772: 8:24 AM
Monday, November 1, 2021
CPG WARS View this email in your browser Welcome to No. 772: The most discussed from Friday's members-only letter: (1) the fastest 25 growing DTC brands and (2) our take on Meta. Tomorrow: the DTC
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