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11/23/2022 12:14:28 AM
Letter No. 893: That Atlanta Episode and Disney
DTC-first no more (for Disney, at least) View this email in your browser No. 893 / The Goofy Movie: This edition leads with a meta story that isn't about Meta, for once. Disney's CEO news
11/8/2022 8:04:28 PM
Memo: Working Capital
Shopify on the up-and-up. View this email in your browser No. 886 / Working Capital: Shopify feels like it is finally showing some post-pandemic momentum (up 23.44% over the last month) so we drew