A look inside the S-1 of Wish. Included is the background of Wish, a look at their margins, how the universal postal union is changing their cost structure, how their CAC is rising and if they are viable long-term.
86 3 Dec 1, 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.
32 Dec 8, 2020 by Adam Keesling
Taking a look at the best companies deep dives of the past year, including posts on Fiverr/Upwork, Carta, Tyler Corporation, CostCo and more
24 Jan 7, 2021 by Adam Keesling
How product, marketing, and cost innovations create a massive opportunity
9 Jan 30, 2021 by Adam Keesling
Finally, a clear explanation of bookings, billings and revenue
170 5 Feb 5, 2021 by Evan Armstrong
After a short break, Napkin Math returns with a new writer
57 🔒 Apr 13, 2021 by Evan Armstrong and Adam Keesling
An Intuitive Explainer for How To Lose Money and Win Anyway
98 9 Apr 15, 2021 by Evan Armstrong
Screenshots of my contract and the financial model I used to decide
31 Apr 22, 2021 by Evan Armstrong
What America's Oldest Jeweler Can Teach Us About the Value of Bling
20 1 Apr 29, 2021 by Evan Armstrong
Clarifying the murky middle ground between Gross Profits and Net Income
21 1 May 13, 2021 by Evan Armstrong
It’s overrated—both financially and emotionally
224 4 May 20, 2021 by Evan Armstrong
How governments and companies are engaged in mutual manipulation
25 1 May 28, 2021 by Evan Armstrong
How a Scrappy Utah Software Company Ignored Every Silicon Valley Heuristic and Won Anyway
214 3 Jun 3, 2021 by Evan Armstrong
Net Income and the Refactoring of Our Financial Ideology
9 Jun 17, 2021 by Evan Armstrong
Come take an early peak at the future
Jul 2, 2021 by Evan Armstrong
How Technology Enables Companies to Charge More
14 Jul 9, 2021 by Evan Armstrong
A Case Study on Market Structures and Harm
21 Jul 16, 2021 by Evan Armstrong
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
31 1 Jul 22, 2021 by Evan Armstrong
Twilio rode its API to a $66B valuation. Now it’s trying to become the Universal Switchboard for the internet.
23 Jul 28, 2021 by Evan Armstrong
A Review of An Ugly Truth
26 3 Aug 13, 2021 by Evan Armstrong
In Practice Beta V2
8 1 Aug 15, 2021 by Evan Armstrong
Remora, The Bureaucracy Buster
21 Aug 20, 2021 by Evan Armstrong
The market failures damning content to ever increasing sensationalism
8 Sep 2, 2021 by Evan Armstrong
How the LTV/CAC ratio is manipulated to take advantage of retail investors
43 1 Sep 9, 2021 by Evan Armstrong
Hints to why their shares popped 60% in their first day
14 Sep 23, 2021 by Evan Armstrong
