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Betting Big on Brilliant Earth

Jul 23, 2023

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12 min read

Betting Big on Brilliant Earth

Brilliant Earth isn't cratering, but there's much larger opportunity ahead of it then a $3.89 stock price.

Jeremy Horowitz
Jeremy Horowitz
Going Long on Olaplex

Jul 16, 2023

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12 min read

Going Long on Olaplex

The unique Shopify brand every Shopify brand should learn a thing or 2 from.

Jeremy Horowitz
Jeremy Horowitz
21 Public P&Ls inside.

Jul 9, 2023

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12 min read

21 Public P&Ls inside.

Plus 5 crucial insights on how to build an Ecommerce business moving forward.

Jeremy Horowitz
Jeremy Horowitz
We need to takeover BarkBox

Jul 2, 2023

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11 min read

We need to takeover BarkBox

Happy July 4th Weekend. I'm back on my business buying spree.

Jeremy Horowitz
Jeremy Horowitz
Steve Madden: The Grown DTC Brand

Jun 25, 2023

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10 min read

Steve Madden: The Grown DTC Brand

How Steve Madden the DTC powerhouse is profitable growing at 30 years old.

Jeremy Horowitz
Jeremy Horowitz
Figs: The Underrated DTC Darling

Jun 18, 2023

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12 min read

Figs: The Underrated DTC Darling

FIGS doesn't get enough love for the starling DTC brand it is.

Jeremy Horowitz
Jeremy Horowitz
On Running: The Shining Consumer brand

Jun 11, 2023

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12 min read

On Running: The Shining Consumer brand

On Running doesn't get enough love in the DTC community for how great of a brand they've built.

Jeremy Horowitz
Jeremy Horowitz
Peloton Should Sell off the bikes

Jun 4, 2023

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9 min read

Peloton Should Sell off the bikes

Peloton needs to lose the Hardware act and stay true to itself. Be a software business.

Jeremy Horowitz
Jeremy Horowitz
Enjoy the bbq/long weekend

May 29, 2023

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10 min read

Enjoy the bbq/long weekend

Going to dive into what Allbirds should do with their crazy growth ambitions and wildly unprofitable year.

Jeremy Horowitz
Jeremy Horowitz
Grove Shouldn't be Public

May 21, 2023

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8 min read

Grove Shouldn't be Public

Not all DTC brands need to be public company. Even at 9-figures in sales.

Jeremy Horowitz
Jeremy Horowitz
Better late than never

May 15, 2023

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11 min read

Better late than never

Let's dive into how we can turn around Tupperware after it hits bankruptcy court.

Jeremy Horowitz
Jeremy Horowitz
5 Step Turnaround Plan for Honest

May 7, 2023

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10 min read

5 Step Turnaround Plan for Honest

Pretend we're working at a Hedgefund. What would we do with the $155m Honest Co.

Jeremy Horowitz
Jeremy Horowitz
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