Book review of The End of Accounting: there are four problems with current financial statements and intangible assets are the biggest reason why.
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.
Why and how I ran a search fund
After a short break, Napkin Math returns with a new writer
It's getting kind of scary out there
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.
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.
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 review of the Q2 earnings: growth in digital subscriptions, a fall in advertising, and a decline in APRU due to long-term investing.
The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog
