Finance Basics

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Napkin Math

Revenue: It’s Simple, Until It Isn’t

Finally, a clear explanation of bookings, billings and revenue

135 Feb 5, 2021 by Evan Armstrong

Napkin Math

Should you invest in Wish? An S-1 Analysis

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.

85 Dec 1, 2020 by Adam Keesling