Marketing

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Napkin Math

Product-Led Growth’s Failure

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

3 Jun 3, 2021 by Evan Armstrong

Divinations

Why Content is King

How media creates power

5 Dec 18, 2020 by Nathan Baschez

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.

3 Dec 1, 2020 by Adam Keesling

Superorganizers

The Four Kinds of Side Hustles

The CEO of Kettle and Fire breaks down how he thinks about side business opportunities

1 Sep 16, 2020 by Justin Mares

Almanack

Oatly: The New Coke

Fool me once, shame on you...

6 Aug 7, 2020 by Nat Eliason

Napkin Math

How Costco Convinces Brands to Cannibalize Themselves

An unlikely marriage where both sides win

3 Jul 15, 2020 by Adam Keesling

Divinations

Will HEY Work?

The dust has settled. Now what?

Jun 26, 2020 by Nathan Baschez