Napkin Math

Napkin Math

Has Venture Lost Its Soul?

A Book Review of The Power Law

♥ 58 Jul 15, 2022 by Evan Armstrong

Napkin Math

Software is Eating the Individual

The Embedded Human

♥ 58 🔒 Jun 10, 2022 by Evan Armstrong

Napkin Math

Why Culture Eats Strategy

The Search For the Winning Formula

♥ 55 Sep 29, 2022 by Evan Armstrong

Napkin Math

Joe Rogan: The Platform-Proof Creator

Spotify’s No-Win Predicament

♥ 54 🔒 Feb 25, 2022 by Evan Armstrong

Napkin Math

NFT Projects are just MLMs for Tech Elites

A somewhat impartial review of current NFT business models

♥ 52 Sep 30, 2021 by Evan Armstrong

Napkin Math

Cash—Kingmaker or Killer?

A examination of when cash can anoint a market winner

♥ 51 Apr 28, 2022 by Kyle Harrison

Napkin Math

The Investment Opportunity in School Bus Operators

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.

♥ 50 Sep 4, 2020 by Adam Keesling

Napkin Math

Cash Conversion Cycle: Bridging the Gap Between Profitability & Cash Flow

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.

♥ 49 🔒 Nov 12, 2020 by Adam Keesling

Napkin Math

The AI Writer

How tech is changing what it means to be an author

♥ 48 🔒 Sep 22, 2022 by Evan Armstrong

Napkin Math

How Do You Compete with Free?

Notion: The Embattled Artist

♥ 48 🔒 Nov 24, 2021 by Evan Armstrong

Napkin Math

Why Software is More Profitable Than Content

Written by... a content company

♥ 47 Jun 24, 2020 by Adam Keesling

Napkin Math

Crypto Has A Use Case

How Braintrust Used Tokens to Kickstart a Market

♥ 47 🔒 Jul 21, 2022 by Evan Armstrong

Napkin Math

Want to Become a Unicorn? Buy it, Don’t Build it

How Amazon Marketplace works, how Thrasio built a unicorn, the platform risk associated with the strategy, and regulation concerns.

♥ 47 Jul 23, 2020 by Adam Keesling

Napkin Math

Investing on Instinct

Why the best deals are done with no data at all

♥ 47 🔒 Dec 1, 2021 by Evan Armstrong

Napkin Math

What the hell is going on with Lambda School?

The complicated business of selling social good

♥ 42 🔒 Jan 6, 2022 by Evan Armstrong

Napkin Math

Tech stocks’ favorite lie to investors

How the LTV/CAC ratio is manipulated to take advantage of retail investors

♥ 41 🔒 Sep 9, 2021 by Evan Armstrong

Napkin Math

The Future of Fitness: lululemon Buys Mirror

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