An unlikely marriage where both sides win
And other lessons from a 9-figure edtech startup
A three-sided marketplace to bring specialty retail to the internet
How Amazon Marketplace works, how Thrasio built a unicorn, the platform risk associated with the strategy, and regulation concerns.
Written by... a content company
A layman’s guide to bankruptcy
Why subscription hardware is better than hardware, the cross-selling opportunity, how Mirror could lead to a connected home, and why Mirror is a call option for Lululemon.
Book review of The End of Accounting: there are four problems with current financial statements and intangible assets are the biggest reason why.
Candidates earn jobs by putting in more work than their competition
What GPT-3 is, GPT-3's capabilities, if GPT-3 will replace jobs, and how it affects social media.
Substack can't decide if it's a CMS or a media brand. Neither could Medium. Their indecision will likely lead to similar outcomes.
The brand couldn’t compete against Amazon, but the acquihire was worth it for Walmart
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.
In China, livestreaming has changed eCommerce. Learn about how it works, what the hosts do during the steam, and how it could impact American eCommerce.
A history of stock market exchanges: from fragmentation to monopoly, monopoly to fragmentation and back again.
What is the Cash Conversion Cycle and why is it useful? In this post, we discuss the Cash Conversion Cycle formula, an example calculation, and a comparison of public retailer IPOs.
Many schools have closed, representing a unique opportunity to buy school bus operators. With a strong moat, now might be the right time to buy.
The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog
A review of the Q2 earnings: growth in digital subscriptions, a fall in advertising, and a decline in APRU due to long-term investing.
Nike just released their latest earnings report. We dive into their "Consumer Direct Offense" strategy, how they combined their brand marketing with technology.
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.
What drivers think of AB 5, why it was written, and the pricing differences between services
The difference between a contractor and an employee, what Uber's existing business looks like and how AB5 will impact their financials.
Last week I pitched the idea of buying a school bus operator. This week I tell you how to do it.
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