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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

95 Dec 16, 2021 by Evan Armstrong

Napkin Math

Revenue: It’s Simple, Until It Isn’t

Finally, a clear explanation of bookings, billings and revenue

123 🔒 Feb 5, 2021 by Evan Armstrong

Napkin Math

How Chegg Grew Their Share Price 20x In Four Years

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.

64 Sep 18, 2020 by Adam Keesling

Divinations

Bundle Magic

How to make 1 + 1 = 3

92 Apr 16, 2020 by Nathan Baschez