How a Revenue Retention Behemoth was Built
♥ 23 Jul 22, 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
Clarifying the murky middle ground between Gross Profits and Net Income
♥ 21 🔒 May 13, 2021 by Evan Armstrong
What America's Oldest Jeweler Can Teach Us About the Value of Bling
♥ 20 🔒 Apr 29, 2021 by Evan Armstrong
Last week I pitched the idea of buying a school bus operator. This week I tell you how to do it.
♥ 18 🔒 Sep 9, 2020 by Adam Keesling
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.
♥ 17 Nov 4, 2020 by Adam Keesling
Candidates earn jobs by putting in more work than their competition
♥ 14 Jun 10, 2020 by Adam Keesling
After a short break, Napkin Math returns with a new writer
♥ 14 🔒 Apr 13, 2021 by Evan Armstrong and Adam Keesling
A Case Study on Market Structures and Harm
♥ 13 Jul 16, 2021 by Evan Armstrong
Ant's IPO has been taken down. What happened, what do you need to know and what should we expect to see next?
♥ 12 🔒 Nov 6, 2020 by Adam Keesling
The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog
♥ 12 🔒 Aug 13, 2020 by Adam Keesling
How Technology Enables Companies to Charge More
♥ 11 🔒 Jul 9, 2021 by Evan Armstrong
The brand couldn’t compete against Amazon, but the acquihire was worth it for Walmart
♥ 10 May 29, 2020 by Adam Keesling
A review of the Q2 earnings: growth in digital subscriptions, a fall in advertising, and a decline in APRU due to long-term investing.
♥ 9 🔒 Aug 7, 2020 by Adam Keesling
How product, marketing, and cost innovations create a massive opportunity
♥ 8 🔒 Jan 30, 2021 by Adam Keesling
A three-sided marketplace to bring specialty retail to the internet
♥ 7 Jun 3, 2020 by Adam Keesling
Net Income and the Refactoring of Our Financial Ideology
♥ 6 🔒 Jun 17, 2021 by Evan Armstrong
Come take an early peak at the future
🔒 Jul 2, 2021 by Evan Armstrong
