Book review of The End of Accounting: there are four problems with current financial statements and intangible assets are the biggest reason why.
An unlikely marriage where both sides win
Candidates earn jobs by putting in more work than their competition
A three-sided marketplace to bring specialty retail to the internet
The brand couldn’t compete against Amazon, but the acquihire was worth it for Walmart
Nike just released their latest earnings report. We dive into their "Consumer Direct Offense" strategy, how they combined their brand marketing with technology.
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.
The original cloud kitchen, ten years before it was cool
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.
What drivers think of AB 5, why it was written, and the pricing differences between services
What GPT-3 is, GPT-3's capabilities, if GPT-3 will replace jobs, and how it affects social media.
How Amazon Marketplace works, how Thrasio built a unicorn, the platform risk associated with the strategy, and regulation concerns.
Written by... a content company
The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog
A layman’s guide to bankruptcy
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.
Taking a look at the best companies deep dives of the past year, including posts on Fiverr/Upwork, Carta, Tyler Corporation, CostCo and more
And other lessons from a 9-figure edtech startup
A look inside the S-1 of Wish. Included is the background of Wish, a look at their margins, how the universal postal union is changing their cost structure, how their CAC is rising and if they are viable long-term.
What is the Cash Conversion Cycle and why is it useful? In this post, we discuss the Cash Conversion Cycle formula, an example calculation, and a comparison of public retailer IPOs.
The difference between a contractor and an employee, what Uber's existing business looks like and how AB5 will impact their financials.
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.
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.
Ant's IPO has been taken down. What happened, what do you need to know and what should we expect to see next?