Evan Armstrong

@ItsUrBoyEvan

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Investing on Instinct

Why the best deals are done with no data at all

47 🔒 Dec 1, 2021 by Evan Armstrong

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How Do You Compete with Free?

Notion: The Embattled Artist

48 🔒 Nov 24, 2021 by Evan Armstrong

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iBuy, iRent, iLose My Investors Money

The Murky Future of American Housing

15 🔒 Nov 19, 2021 by Evan Armstrong

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Top 12 Creator Platforms—Ranked

Who has the brawn to capture creator’s profit?

5 🔒 Nov 13, 2021 by Evan Armstrong

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The Creator Power Scale: A Formula to Determine if Platforms are Ripping You Off

An examination of the Twitch Hack data

16 🔒 Oct 28, 2021 by Evan Armstrong

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Who is Making Money in Space?

Exploring the SPAC Frontier

7 🔒 Oct 14, 2021 by Evan Armstrong and Ryan Duffy

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The End of Software, Again

The impending doom of horizontal SaaS

8 🔒 Oct 7, 2021 by Evan Armstrong

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NFT Projects are just MLMs for Tech Elites

A somewhat impartial review of current NFT business models

50 Sep 30, 2021 by Evan Armstrong

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Toast—a Vision of Software’s Future

Hints to why their shares popped 60% in their first day

13 Sep 23, 2021 by Evan Armstrong

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Tech stocks’ favorite lie to investors

How the LTV/CAC ratio is manipulated to take advantage of retail investors

41 🔒 Sep 9, 2021 by Evan Armstrong

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Content Moderation Double-Bind Theory

The market failures damning content to ever increasing sensationalism

5 🔒 Sep 2, 2021 by Evan Armstrong

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How a Climate Tech Startup Closed 5+ Enterprise Deals Before Even Launching

Remora, The Bureaucracy Buster

20 Aug 20, 2021 by Evan Armstrong

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The Rise of the Content Capitalist

In Practice Beta V2

8 🔒 Aug 15, 2021 by Evan Armstrong

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Is Facebook Fixable

A Review of An Ugly Truth

23 Aug 13, 2021 by Evan Armstrong

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Twilio’s Second Act

Twilio rode its API to a $66B valuation. Now it’s trying to become the Universal Switchboard for the internet.

14 🔒 Jul 28, 2021 by Evan Armstrong

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Snowflake: How a Revenue Retention Behemoth was Built

TL;DRThis is the second post on a deep dive in GTM metrics with a focus today on Revenue RetentionSnowflake is a software Dracula. It latche

29 Jul 22, 2021 by Evan Armstrong

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How Free to Play Video Games are Forced to Make Addicts

A Case Study on Market Structures and Harm

15 Jul 16, 2021 by Evan Armstrong

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Pricing Strategy is Product Strategy

How Technology Enables Companies to Charge More

13 🔒 Jul 9, 2021 by Evan Armstrong

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In Practice: My Newest Beta Product

Come take an early peak at the future

🔒 Jul 2, 2021 by Evan Armstrong

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Finance is Broken But Don’t Worry, This Has Happened Before

Net Income and the Refactoring of Our Financial Ideology

7 🔒 Jun 17, 2021 by Evan Armstrong

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Product-Led Growth’s Failure

How a Scrappy Utah Software Company Ignored Every Silicon Valley Heuristic and Won Anyway

150 Jun 3, 2021 by Evan Armstrong

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ITDA: The Gamification of Financial Statements

How governments and companies are engaged in mutual manipulation

23 🔒 May 28, 2021 by Evan Armstrong

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You Probably Shouldn’t Work at a Startup

It’s overrated—both financially and emotionally

176 May 20, 2021 by Evan Armstrong

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In Defense of WeWork’s Community-Adjusted EBITDA

Clarifying the murky middle ground between Gross Profits and Net Income

21 🔒 May 13, 2021 by Evan Armstrong

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Gross Margin: An Indicator of Market Power

What America's Oldest Jeweler Can Teach Us About the Value of Bling

20 🔒 Apr 29, 2021 by Evan Armstrong