Aug 11, 2024
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18 min read
Warby is in a fascinating, dangerous place: they need to aggressively cut costs and more carefully expand their retail footprint to reach the next level of profitability and growth. But can they?
Aug 4, 2024
14 min read
For Shopify to hit a $1T valuation, it needs to completely disrupt retail the same way it disrupted eCom. Kohl’s is their way in. Plus, the value of over-delivering in key moments.
Jul 28, 2024
13 min read
Hims could become the greatest DTC Brand of all time: they’re uniquely positioned to disrupt Big Pharma. Plus, why I got into PE > everything else to build wealth.
Jul 21, 2024
15 min read
Black Rifle Coffee is falling prey to the same mistakes that every other DTC darling made. Only strong leadership (we) can fix it. Plus, how I’m getting 5% on my liquidated 401ks before deploying that capital.
Jul 14, 2024
It may seem far-fetched, but if MSFT bought SHOP, it could (lucratively) turn the eCom world on its head and usher in the future. Plus, the importance of deal terms in M&A.
Jul 7, 2024
Revolve hasn’t done anything catastrophic, but the big ship is slowly taking on water. Plugging the leak now will be key to long-term health. Plus, how our 3 deals falling apart has created a massive time saving for me.
Jun 30, 2024
17 min read
Crocs is entering legendary brand status, and we don’t have many notes for them. But let’s talk about 2xing the brand and expanding its portfolio. Plus, I give the full breakdown of why I just liquidated my 401ks.
Jun 23, 2024
Stitch Fix had a lot of interesting ideas, but they’re now reaping what they sowed: this biz won’t last another 2 yrs. Plus, why I write LBAB!
Jun 16, 2024
10 min read
We analyzed 70 SMB deals to understand how much eCom and Amazon bizs can expect to sell their bizs for and the types of financing that come with those deals. Plus, why Buying A Biz is like dating.
Jun 9, 2024
Crisis breeds opportunity, and Olaplex is the pinnacle of how we can use crisis to our advantage...as long as our due diligence checks out. Plus, why I don’t take investing advice from friends.
Jun 2, 2024
(Timbs for Everyone!) The Big Daddy of Consumer Aggregators got demolished last year. Plus, why acquisitions are all about the team.
May 26, 2024
12 min read
Overstock is the best example of everything that bizs shouldn’t do, so let’s learn from all those “don’ts.” Plus, putting in the work before you can extract value.
