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Passing on Stitch Fix @ $447m

Jun 23, 2024

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15 min read

Passing on Stitch Fix @ $447m

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!

Jeremy Horowitz
Jeremy Horowitz
State of SMB Valuations 2024

Jun 16, 2024

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10 min read

State of SMB Valuations 2024

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.

Jeremy Horowitz
Jeremy Horowitz
Olaplex: Bankruptcy or Household name?

Jun 9, 2024

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13 min read

Olaplex: Bankruptcy or Household name?

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.

Jeremy Horowitz
Jeremy Horowitz
Taking VF Corp from $2B -> $10B

Jun 2, 2024

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13 min read

Taking VF Corp from $2B -> $10B

(Timbs for Everyone!) The Big Daddy of Consumer Aggregators got demolished last year. Plus, why acquisitions are all about the team.

Jeremy Horowitz
Jeremy Horowitz
Letting Overstock Die

May 26, 2024

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12 min read

Letting Overstock Die

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.

Jeremy Horowitz
Jeremy Horowitz
Taking Aritzia from $1B -> $10B

May 19, 2024

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13 min read

Taking Aritzia from $1B -> $10B

Aritzia can’t see the iceberg coming, which is why we need to captain this ship. Plus, the real sales pitch when you’re buying a biz.

Jeremy Horowitz
Jeremy Horowitz
Selling Peloton to Apple for 10x

May 12, 2024

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13 min read

Selling Peloton to Apple for 10x

Peloton’s completely botched its get-fit challenge, but that’s where the true trainers come in: us. Plus, why my 4-day workweek goal didn’t work out.

Jeremy Horowitz
Jeremy Horowitz
Lululemon from $44B -> $100B

May 5, 2024

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12 min read

Lululemon from $44B -> $100B

When life gives you Lululemons, make Lulu-ade: how we’ll take what’s good for Lulu and make it great. Plus, finding and focusing on mastering 1 thing.

Jeremy Horowitz
Jeremy Horowitz
Allbids isn’t worth $100m

Apr 28, 2024

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15 min read

Allbids isn’t worth $100m

Jeremy Horowitz
Jeremy Horowitz
Klaviyo’s $738m War Chest

Apr 21, 2024

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13 min read

Klaviyo’s $738m War Chest

Will Klaviyo ride on Shopify’s fancy AF coattails to 10x their biz, or will they conquer new markets? Plus how I navigate the manic coaster of acquiring bizs

Jeremy Horowitz
Jeremy Horowitz
Shopify @ $1T by 2034

Apr 14, 2024

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12 min read

Shopify @ $1T by 2034

In 10yrs, Shop will be everywhere, and I’m breaking down how and why that’ll happen. Plus, let’s talk about balance.

Jeremy Horowitz
Jeremy Horowitz
Fastest Fire Sale Ever: 5x’ing Wish

Apr 7, 2024

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12 min read

Fastest Fire Sale Ever: 5x’ing Wish

Wish is the worst failure we’ve seen, but that doesn’t mean we can’t make $$$. Also, the story of when I failed at being a whiskey influencer 10 yrs ago.

Jeremy Horowitz
Jeremy Horowitz
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Let's Buy a Biz!

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