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Napkin Math

Business breakdowns, by the numbers.

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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

Napkin Math

Why MasterClass Isn’t Really About Mastery

And other lessons from a 9-figure edtech startup

103 Jul 1, 2020 by Adam Keesling

Napkin Math

Why Software is More Profitable Than Content

Written by... a content company

44 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

15 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

8 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