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Napkin Math

Business breakdowns, by the numbers.

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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.

44 Jul 23, 2020 by Adam Keesling

Napkin Math

How Costco Convinces Brands to Cannibalize Themselves

An unlikely marriage where both sides win

125 Jul 15, 2020 by Adam Keesling

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.

36 Jul 8, 2020 by Adam Keesling

Napkin Math

Why MasterClass Isn’t Really About Mastery

And other lessons from a 9-figure edtech startup

88 Jul 1, 2020 by Adam Keesling

Napkin Math

Why Software is More Profitable Than Content

Written by... a content company

43 Jun 24, 2020 by Adam Keesling

Napkin Math

Explaining the Hertz Situation

A layman’s guide to bankruptcy

26 Jun 18, 2020 by Adam Keesling

Napkin Math

Crash: Pitch a Company, Get a Job

Candidates earn jobs by putting in more work than their competition

14 Jun 10, 2020 by Adam Keesling

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Curated: Expert Shopping Advice, Online

A three-sided marketplace to bring specialty retail to the internet

7 Jun 3, 2020 by Adam Keesling

Napkin Math

The Jet.com Obituary

The brand couldn’t compete against Amazon, but the acquihire was worth it for Walmart

10 May 29, 2020 by Adam Keesling