Paywall

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The New Wave of Mattresses, Purple and the Rise of Direct-to-Consumer

Introduction The retail store was not simply a profit-center; it was an advertising mechanism. The value-add of places like mass retailers (Macy’s, Sears, etc.) and malls was the access to traffic. As a result, brands could focus on manufacturing and wholesale their products to one of these mass retailers. The plus is much lower marketing …

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FairFax: Lemon or Floating Above Buffett’s Shoulders?

Introduction Warren Buffett made insurance sexy. I can think of a few other insurance companies besides Berkshire that are interesting in their own respect (Aflac comes to mind), but besides these few shining stars, the industry is boring. Most insurance companies can be boiled down to a book of debt securities, an ethereal “policy holder” …

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