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Scaling Klaviyo at $11B

Mar 2, 2025

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7 min read

Scaling Klaviyo at $11B

The 11-figure barnacle on Shopify’s back, but they’re placing the bets to become Salesforce 2.0. Plus, how the 5% rule changed my career.

Jeremy Horowitz
Jeremy Horowitz
I bought CocoAI

Feb 23, 2025

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7 min read

I bought CocoAI

I just closed on a Shopify App: Coco AI. Here are the 3 contrarian bets I’m making and while I’ll be successful. And how I sourced the whole deal through LinkedIn.

Jeremy Horowitz
Jeremy Horowitz
Making $50m Flipping Lulu's

Feb 16, 2025

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8 min read

Making $50m Flipping Lulu's

Lulu’s is about to go bankrupt, but that doesn’t mean we can’t get a yacht out of it. Plus why you need to steal a PE play and raise your prices more frequently.

Jeremy Horowitz
Jeremy Horowitz
Turning SharkNinja $15B into GE 2.0

Feb 7, 2025

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7 min read

Turning SharkNinja $15B into GE 2.0

SharkNinja is suffering from “Instant Pot Syndrome,” so we need to roll up our sleeves and streamline the heck out of this biz. Plus why the week after the Super Bowl is a great time to run a promo.

Jeremy Horowitz
Jeremy Horowitz
Doubling our $$$ on Sonos ($1.7B)

Feb 2, 2025

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8 min read

Doubling our $$$ on Sonos ($1.7B)

Sonos is killing itself with mediocre downmarket plays: it’s time they go back to all luxury, all the time. Plus, why mortgages are branding scams.

Jeremy Horowitz
Jeremy Horowitz
Flipping Boohoo @ $433m for 2x out of Bankruptcy

Jan 26, 2025

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14 min read

Flipping Boohoo @ $433m for 2x out of Bankruptcy

Boohoo Group (British Fast Fashion Portco) is mega-doomed, but we can resurrect the hidden gems. Plus, Drew Fallon’s incredible Thread on the most important biz metrics.

Jeremy Horowitz
Jeremy Horowitz
 2xing Asana with Common Sense

Jan 19, 2025

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11 min read

2xing Asana with Common Sense

Asana is the easiest flip of all time, and we can get profitable by following Biz 101. Plus, why I started a Finance Nerds Club.

Jeremy Horowitz
Jeremy Horowitz
My Top 10 Growth hack of 2024

Jan 12, 2025

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15 min read

My Top 10 Growth hack of 2024

The tradition continues: my top 10 ideas for bizs to grow bigger, badder, faster, and more profitably. Plus, thank you for another incredible year of LBAB!

Jeremy Horowitz
Jeremy Horowitz
My 7 Goals for 2025

Jan 5, 2025

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8 min read

My 7 Goals for 2025

We’re taking a brutally honest look at my 2024 goals + setting some for 2025.

Jeremy Horowitz
Jeremy Horowitz
Our 2025 Predictions

Dec 29, 2024

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10 min read

Our 2025 Predictions

2025’s gonna be GOOD. We had a “soft” landing, and AppLovin is giving Meta 2016. Plus, keeping myself honest on 2024 predictions.

Jeremy Horowitz
Jeremy Horowitz
Happy Holidays from LBAB!

Dec 22, 2024

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5 min read

Happy Holidays from LBAB!

“New Year New Me” is the best opportunity of the year to *affordably* drive new sales. Here are three reasons why. Plus, a quick look back at 2024.

Jeremy Horowitz
Jeremy Horowitz
Where is the Consumer?

Dec 15, 2024

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10 min read

Where is the Consumer?

Where is consumer spending potential? I analyzed 3 data sources to read the tea leaves for next year.

Jeremy Horowitz
Jeremy Horowitz
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