Jun 21, 2026
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7 min read
Once Upon a Farm ($796M) is paying rent on 3,400 fridges it doesn't own.
Jun 14, 2026
3 min read
Our awesome new dashboard now filters to only $10m+ brands.
Jun 7, 2026
6 min read
May 31, 2026
5 min read
$398M in revenue. $4.3M in cash. Margin collapsing. BRCC's FY2025 is a masterclass in what not to do.
May 24, 2026
And how TF this thing could possible get to $2T.
May 17, 2026
Let's Build out the portfolio of killer brands and get this to $100B/yr biz
May 10, 2026
And take on the $15T AI Procurement economy.
May 3, 2026
LVLU is down 95% from IPO. The comeback is starting. Here's how to finish it
Apr 26, 2026
Our New Youtube show diving into the meteoric launch & collapse of iconic brands
Apr 19, 2026
The $39M firesale, the anonymous investor, and the most naked meme pivot of 2026.
Apr 12, 2026
13 min read
We're jumping into the middle of the 2 proxy wars to help turn this premium brand around.
Apr 5, 2026
8 min read
How we're turning On into a generational luxury brand. + Why I shut down my Openclaw this week.