COGS

Posts

Napkin Math

The primary trends I’m investing in next year

Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming

Dec 16, 2021 by Evan Armstrong

Napkin Math

COGS: How I Bankrupted MoviePass

An Intuitive Explainer for How To Lose Money and Win Anyway

9 Apr 15, 2021 by Evan Armstrong