Hello Canadian Investment Review attendees.

Here are a selection of articles from Stratechery that touch on the issues addressed in my talk on Aggregation Theory.

• Aggregation Theory is the first article where I articulated the theory specifically
• Why Web Pages Suck explained how digital publishers have been divorced from customers. (Also see Popping the Publishing Bubble)
• Airbnb and the Internet Revolution discussed how Airbnb and other on-demand services have commoditized trust and thus distribution
• Netflix and the Conservation of Attractive Profits pointed out how profits shift in the value chain along with the integration or modularization of different parts of that value chain
• How Apple Creates Leverage and the Future of Apple Pay explores how owning the consumer relationship creates leverage over different parts of a value chain

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