The Psychology of Strategy

How to see what you aren't seeing

Feb 2, 2022 by Nathan Baschez

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

Revenue: It’s Simple, Until It Isn’t

Finally, a clear explanation of bookings, billings and revenue

5 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.

Sep 18, 2020 by Adam Keesling


Bundle Magic

How to make 1 + 1 = 3

1 Apr 16, 2020 by Nathan Baschez


Quibi Will Be A Multi-Billion Dollar Company

Short-form premium video is here to stay.

Apr 6, 2020 by Nathan Baschez