And other lessons from a 9-figure edtech startup
An unlikely marriage where both sides win
Substack can't decide if it's a CMS or a media brand. Neither could Medium. Their indecision will likely lead to similar outcomes.
Chegg grew their stock price from under $10 to over $85. They did it by changing their business model from the ground up and investing in digital media content.
A look inside the S-1 of Wish. Included is the background of Wish, a look at their margins, how the universal postal union is changing their cost structure, how their CAC is rising and if they are viable long-term.
The difference between a contractor and an employee, what Uber's existing business looks like and how AB5 will impact their financials.
Why and how I ran a search fund
The original cloud kitchen, ten years before it was cool
Book review of The End of Accounting: there are four problems with current financial statements and intangible assets are the biggest reason why.
Many schools have closed, representing a unique opportunity to buy school bus operators. With a strong moat, now might be the right time to buy.
How Amazon Marketplace works, how Thrasio built a unicorn, the platform risk associated with the strategy, and regulation concerns.
It's getting kind of scary out there
Nike just released their latest earnings report. We dive into their "Consumer Direct Offense" strategy, how they combined their brand marketing with technology.
Polls and pundits don't do a good job of predicting election results. But what about prediction markets? In this post, we discuss what makes a good market and what could cause it to be wrong.
A layman’s guide to bankruptcy
Written by... a content company
Taking a look at the best companies deep dives of the past year, including posts on Fiverr/Upwork, Carta, Tyler Corporation, CostCo and more
Ant's IPO has been taken down. What happened, what do you need to know and what should we expect to see next?
Why subscription hardware is better than hardware, the cross-selling opportunity, how Mirror could lead to a connected home, and why Mirror is a call option for Lululemon.
How product, marketing, and cost innovations create a massive opportunity
What GPT-3 is, GPT-3's capabilities, if GPT-3 will replace jobs, and how it affects social media.
In China, livestreaming has changed eCommerce. Learn about how it works, what the hosts do during the steam, and how it could impact American eCommerce.
A history of stock market exchanges: from fragmentation to monopoly, monopoly to fragmentation and back again.
Candidates earn jobs by putting in more work than their competition
