Substack can't decide if it's a CMS or a media brand. Neither could Medium. Their indecision will likely lead to similar outcomes.
216 Sep 26, 2020 by Adam Keesling
Chegg grew their stock price from under $10 to over $85. They did it by changing their business model from the ground up and investing in digital media content.
93 Sep 18, 2020 by Adam Keesling
Last week I pitched the idea of buying a school bus operator. This week I tell you how to do it.
23 Sep 9, 2020 by Adam Keesling
Many schools have closed, representing a unique opportunity to buy school bus operators. With a strong moat, now might be the right time to buy.
63 Sep 4, 2020 by Adam Keesling
What drivers think of AB 5, why it was written, and the pricing differences between services
36 Aug 28, 2020 by Adam Keesling
A history of stock market exchanges: from fragmentation to monopoly, monopoly to fragmentation and back again.
77 Aug 25, 2020 by Adam Keesling
The difference between a contractor and an employee, what Uber's existing business looks like and how AB5 will impact their financials.
100 Aug 20, 2020 by Adam Keesling
The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog
32 Aug 13, 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.
21 Aug 7, 2020 by Adam Keesling
Book review of The End of Accounting: there are four problems with current financial statements and intangible assets are the biggest reason why.
50 Aug 5, 2020 by Adam Keesling
What GPT-3 is, GPT-3's capabilities, if GPT-3 will replace jobs, and how it affects social media.
37 Jul 30, 2020 by Adam Keesling
How Amazon Marketplace works, how Thrasio built a unicorn, the platform risk associated with the strategy, and regulation concerns.
55 Jul 23, 2020 by Adam Keesling
An unlikely marriage where both sides win
231 3 Jul 15, 2020 by Adam Keesling
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.
48 Jul 8, 2020 by Adam Keesling
And other lessons from a 9-figure edtech startup
282 Jul 1, 2020 by Adam Keesling
Written by... a content company
61 Jun 24, 2020 by Adam Keesling
A layman’s guide to bankruptcy
33 Jun 18, 2020 by Adam Keesling
Candidates earn jobs by putting in more work than their competition
24 Jun 10, 2020 by Adam Keesling
A three-sided marketplace to bring specialty retail to the internet
46 1 Jun 3, 2020 by Adam Keesling
The brand couldn’t compete against Amazon, but the acquihire was worth it for Walmart
16 May 29, 2020 by Adam Keesling