A Review of An Ugly Truth
♥ 23 Aug 13, 2021 by Evan Armstrong
Plus a new course from Napkin Math!
♥ 22 🔒 Aug 18, 2022 by Evan Armstrong
The Subtle Art of Manipulating CFOs
♥ 22 Aug 25, 2022 by Evan Armstrong
Remora, The Bureaucracy Buster
♥ 21 Aug 20, 2021 by Evan Armstrong
Clarifying the murky middle ground between Gross Profits and Net Income
♥ 21 🔒 May 13, 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
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.
♥ 19 🔒 Sep 9, 2020 by Adam Keesling
The Pricing Power Flex
♥ 17 🔒 Feb 10, 2022 by Evan Armstrong
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
An examination of the Twitch Hack data
♥ 16 🔒 Oct 28, 2021 by Evan Armstrong
A Case Study on Market Structures and Harm
♥ 16 Jul 16, 2021 by Evan Armstrong
After a short break, Napkin Math returns with a new writer
♥ 15 🔒 Apr 13, 2021 by Evan Armstrong and Adam Keesling
Candidates earn jobs by putting in more work than their competition
♥ 15 Jun 10, 2020 by Adam Keesling
The Murky Future of American Housing
♥ 15 🔒 Nov 19, 2021 by Evan Armstrong
Hints to why their shares popped 60% in their first day
♥ 14 Sep 23, 2021 by Evan Armstrong
Twilio rode its API to a $66B valuation. Now it’s trying to become the Universal Switchboard for the internet.
♥ 14 🔒 Jul 28, 2021 by Evan Armstrong
How Technology Enables Companies to Charge More
♥ 13 🔒 Jul 9, 2021 by Evan Armstrong
The newest SaaS company to hit the public markets
♥ 12 🔒 Jan 13, 2022 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
A three-sided marketplace to bring specialty retail to the internet
♥ 11 Jun 3, 2020 by Adam Keesling
The brand couldn’t compete against Amazon, but the acquihire was worth it for Walmart
♥ 11 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.
♥ 10 🔒 Aug 7, 2020 by Adam Keesling
The impending doom of horizontal SaaS
♥ 9 🔒 Oct 7, 2021 by Evan Armstrong
