How Amazon Marketplace works, how Thrasio built a unicorn, the platform risk associated with the strategy, and regulation concerns.
♥ 46 Jul 23, 2020 by Adam Keesling
The complicated business of selling social good
♥ 44 🔒 Jan 6, 2022 by Evan Armstrong
How the LTV/CAC ratio is manipulated to take advantage of retail investors
♥ 41 🔒 Sep 9, 2021 by Evan Armstrong
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.
♥ 37 Jul 8, 2020 by Adam Keesling
I'm going full time on Napkin Math
♥ 36 🔒 Mar 23, 2022 by Evan Armstrong
Netflix and Bill
♥ 35 🔒 Apr 21, 2022 by Evan Armstrong
It’s Musk's world and we’re just tweeting in it
♥ 34 🔒 Apr 5, 2022 by Evan Armstrong
Book review of The End of Accounting: there are four problems with current financial statements and intangible assets are the biggest reason why.
♥ 34 Aug 5, 2020 by Adam Keesling
The Power Output Equation
♥ 33 Mar 10, 2022 by Evan Armstrong
Screenshots of my contract and the financial model I used to decide
♥ 31 🔒 Apr 22, 2021 by Evan Armstrong
The Weird Future Ahead
♥ 31 🔒 Jan 27, 2022 by Evan Armstrong
Nike just released their latest earnings report. We dive into their "Consumer Direct Offense" strategy, how they combined their brand marketing with technology.
♥ 31 🔒 Oct 8, 2020 by Adam Keesling
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.
♥ 30 Dec 8, 2020 by Adam Keesling
A Napkin Math and Trapital Production
♥ 29 🔒 Jan 31, 2022 by Evan Armstrong
Who is building the next Visa?
♥ 29 🔒 Apr 14, 2022 by Reggie Young
TL;DRThis is the second post on a deep dive in GTM metrics with a focus today on Revenue RetentionSnowflake is a software Dracula. It latche
♥ 29 Jul 22, 2021 by Evan Armstrong
What drivers think of AB 5, why it was written, and the pricing differences between services
♥ 28 🔒 Aug 28, 2020 by Adam Keesling
What GPT-3 is, GPT-3's capabilities, if GPT-3 will replace jobs, and how it affects social media.
♥ 27 Jul 30, 2020 by Adam Keesling
A layman’s guide to bankruptcy
♥ 26 Jun 18, 2020 by Adam Keesling
Is Bored Ape Yacht Club a Decentralized Disney?
♥ 24 🔒 Mar 24, 2022 by Evan Armstrong
How governments and companies are engaged in mutual manipulation
♥ 23 🔒 May 28, 2021 by Evan Armstrong
A Review of An Ugly Truth
♥ 23 Aug 13, 2021 by Evan Armstrong
Clarifying the murky middle ground between Gross Profits and Net Income
♥ 21 🔒 May 13, 2021 by Evan Armstrong
Taking a look at the best companies deep dives of the past year, including posts on Fiverr/Upwork, Carta, Tyler Corporation, CostCo and more
♥ 21 Jan 7, 2021 by Adam Keesling
Remora, The Bureaucracy Buster
♥ 20 Aug 20, 2021 by Evan Armstrong
