May 4, 2025
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7 min read
We’ve been monitoring FIGS’ financial vitals, and they need medical intervention to survive global trade hell. Plus, my April Update for Coco.
Apr 27, 2025
9 min read
It’s truly shocking that Allbirds is still being traded, but we’re going to give them a merciful end and recoup as much $ as possible. Plus, where is the economy?
Apr 20, 2025
Warby has a once-in-50yr opportunity to position itself as a cultural powerhouse + create demand vs. capture it—and we can get them there. Plus, keeping heads down in Q2.
Apr 13, 2025
8 min read
Solo Brands is technically bankrupt, but we can make a bunch of money off some tactical unloading (and save Chubbies in the process). Plus, why you need to make harder decisions ASAP.
Apr 6, 2025
Uncertainty is crushing Lululemon’s stock, but that presents us a legendary opportunity: to optimize, innovate, and collab our way to $100B. Plus, the Coco Monthly update.
Mar 30, 2025
Nike is treading water and fighting off the barbarians at the gate, but we can save them, unlock their next half tril of growth, and ensure they keep doing it for another century.
Mar 23, 2025
4 min read
An even bigger, better, badder, spicier, detailed-er report covering the winners, losers, trends, and future of the top Shopify Plus apps.
Mar 16, 2025
Yeti is a pillar of DTC greatness — but there's always room for more growth. We can acquire + expand our way to $15B. Plus, why I needed (and why you need) a hobby.
Mar 9, 2025
How AppLovin grew 900% last year. And how we're going to keep that growth going.
Mar 2, 2025
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.
Feb 23, 2025
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.
Feb 16, 2025
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.
