The Drawing Board

Unpacking a tricky metric … »

Will AI shopping agents have to imitate humans to do anything useful? … »

Underappreciated reasons for the current growth of delivery apps … »

What's really driving the comeback at Barnes & Noble? … »

Why has the REIT structure had such poor long-term returns in the hotel sector? … »

Where does the REIT sector go from here? … »

Which companies are still creating value with points and rewards? … »

What went wrong for the public REIT sector? … »

(For those of us who can't finish real estate books) … »

Does the "enshittification" of online shopping even make sense from the business side? … »

Where will AI first move the needle in the corporate world? … »

How can we tell when a boom is tipping into a bubble, and it’s time to get out of the way? … »