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🔒 This is a free preview of a members-only post! 🔒 When an eCommerce business starts making more money, it costs more money to run. Consi
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.
🔒 This is a free preview of a members-only post! 🔒 What happened: In a shock move, Ant Group pulled its record-breaking IPO from the Shangh
Ant's IPO has been taken down. What happened, what do you need to know and what should we expect to see next?
Polls and pundits don't do a good job of predicting election results. But what about prediction markets? In this post, we discuss what makes a good market and what could cause it to be wrong.
The largest IPO in history is happening in China with Ant Financial. In this post, we discuss all the services Ant Financial provides and what to expect in the future from Ant.
Quick review of latest earnings report
Nike just released their latest earnings report. We dive into their "Consumer Direct Offense" strategy, how they combined their brand marketing with technology.
Substack can't decide if it's a CMS or a media brand. Neither could Medium. Their indecision will likely lead to similar outcomes.
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.
Subscriber-only database of operators
Last week I pitched the idea of buying a school bus operator. This week I tell you how to do it.
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.
What drivers think of AB 5, why it was written, and the pricing differences between services
A history of stock market exchanges: from fragmentation to monopoly, monopoly to fragmentation and back again.
The difference between a contractor and an employee, what Uber's existing business looks like and how AB5 will impact their financials.
How Datadog became a leader in observability
The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog
Review of Q2 2020 Earnings
Adam Keesling