Where does Disney go from here?
51 Dec 1, 2022 by Evan Armstrong
The complicated business of selling social good
50 2 Jan 6, 2022 by Evan Armstrong
How Amazon Marketplace works, how Thrasio built a unicorn, the platform risk associated with the strategy, and regulation concerns.
50 Jul 23, 2020 by Adam Keesling
Amazon and Berkshire Hathaway got really big. Here’s why it might kill them.
50 Dec 5, 2023 by Evan Armstrong
The Power Output Equation
49 Mar 10, 2022 by Evan Armstrong
Free your mind from the Efficient Market Hypothesis
49 1 Jul 20, 2023 by Evan Armstrong
An intuitive explainer for how to lose money and win anyway
49 4 Nov 16, 2023 by Evan Armstrong
If you want to win, you gotta spike
48 4 Sep 28, 2023 by Evan Armstrong
How the LTV/CAC ratio is manipulated to take advantage of retail investors
45 1 Sep 9, 2021 by Evan Armstrong
The future must be built on truth
45 Feb 27, 2024 by Evan Armstrong
Is AI training a sustainable business model for the future?
43 3 Feb 29, 2024 by Evan Armstrong
An interview with Nir Eyal
42 6 Jun 22, 2022 by Evan Armstrong
It’s Musk's world and we’re just tweeting in it
42 Apr 5, 2022 by Evan Armstrong
Who is building the next Visa?
40 Apr 14, 2022 by Reggie Young
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.
40 Jul 8, 2020 by Adam Keesling
Get in, loser—we’re disrupting Oracle
40 Jul 13, 2023 by Evan Armstrong
Abandoning a Trillion Dollar Advantage
40 Jun 23, 2022 by Evan Armstrong
Book review of The End of Accounting: there are four problems with current financial statements and intangible assets are the biggest reason why.
40 Aug 5, 2020 by Adam Keesling
Netflix and Bill
40 1 Apr 21, 2022 by Evan Armstrong
A Review of An Ugly Truth
39 3 Aug 13, 2021 by Evan Armstrong
I Have Some Thoughts To Share
39 1 Jun 30, 2022 by Evan Armstrong
My explorations in image generation
39 Oct 6, 2022 by Evan Armstrong
I'm going full time on Napkin Math
38 3 🔒 Mar 23, 2022 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
37 1 Jul 22, 2021 by Evan Armstrong
Will Apple’s new headset change everything?
36 5 Feb 6, 2024 by Evan Armstrong