Oct 15, 2023
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11 min read
We’re taking Rent the Runway to the cleaners and Analyzing Verticals of the Top 100 Shopify Brands.
Oct 8, 2023
Wolverine slipped, but it doesn’t have to fall. Plus, some unsolicited holiday advice.
Oct 1, 2023
12 min read
Analyzing the monumental downfall of a mismanaged biz.
Sep 24, 2023
Breaking down how we can ride ELF’s dominating stock position.
Sep 17, 2023
10 min read
Wayfair’s in bad shape; Plus, the people who’ll change your life.
Sep 10, 2023
13 min read
How I’d turn around Instant Pot after Chapter 11 + What % of Rev are you spending on Marketing?
Sep 3, 2023
9 min read
How buying Bed Bath & Beyond was the worst move of 2023. A second chance for brunch.
Aug 27, 2023
Diving into Klaviyo's S1 So you don't have to read 200 pages. + in NYC? Let me buy you brunch!
Aug 20, 2023
Diving into what happened to the DTC darling that took the world by storm, but has gone no where since it's IPO.
Aug 13, 2023
15 min read
Let's fix this biz and make billions doing it.
Aug 6, 2023
How we're going to make $2B flipping BigC in 5 years.
Jul 30, 2023
An interesting brand playing a dangerous game of blitz scaling in the public market.
