The brand couldn’t compete against Amazon, but the acquihire was worth it for Walmart
A three-sided marketplace to bring specialty retail to the internet
Candidates earn jobs by putting in more work than their competition
A layman’s guide to bankruptcy
Written by... a content company
And other lessons from a 9-figure edtech startup
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.
An unlikely marriage where both sides win
How Amazon Marketplace works, how Thrasio built a unicorn, the platform risk associated with the strategy, and regulation concerns.
What GPT-3 is, GPT-3's capabilities, if GPT-3 will replace jobs, and how it affects social media.
Book review of The End of Accounting: there are four problems with current financial statements and intangible assets are the biggest reason why.
A review of the Q2 earnings: growth in digital subscriptions, a fall in advertising, and a decline in APRU due to long-term investing.
The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog
The difference between a contractor and an employee, what Uber's existing business looks like and how AB5 will impact their financials.
A history of stock market exchanges: from fragmentation to monopoly, monopoly to fragmentation and back again.
What drivers think of AB 5, why it was written, and the pricing differences between services
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.
Last week I pitched the idea of buying a school bus operator. This week I tell you how to do it.
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.
Substack can't decide if it's a CMS or a media brand. Neither could Medium. Their indecision will likely lead to similar outcomes.
Nike just released their latest earnings report. We dive into their "Consumer Direct Offense" strategy, how they combined their brand marketing with technology.
The largest IPO in history is happening in China with Ant Financial. In this post, we discuss all the services Ant Financial provides and what to expect in the future from Ant.
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.
Ant's IPO has been taken down. What happened, what do you need to know and what should we expect to see next?
