Warby is in a fascinating, dangerous place: they need to aggressively cut costs and more carefully expand their retail footprint to reach the next level of profitability and growth. But can they?
For Shopify to hit a $1T valuation, it needs to completely disrupt retail the same way it disrupted eCom. Kohl’s is their way in. Plus, the value of over-delivering in key moments.
Hims could become the greatest DTC Brand of all time: they’re uniquely positioned to disrupt Big Pharma. Plus, why I got into PE > everything else to build wealth.
Black Rifle Coffee is falling prey to the same mistakes that every other DTC darling made. Only strong leadership (we) can fix it. Plus, how I’m getting 5% on my liquidated 401ks before deploying that capital.
It may seem far-fetched, but if MSFT bought SHOP, it could (lucratively) turn the eCom world on its head and usher in the future. Plus, the importance of deal terms in M&A.
Revolve hasn’t done anything catastrophic, but the big ship is slowly taking on water. Plugging the leak now will be key to long-term health. Plus, how our 3 deals falling apart has created a massive time saving for me.
Crocs is entering legendary brand status, and we don’t have many notes for them. But let’s talk about 2xing the brand and expanding its portfolio. Plus, I give the full breakdown of why I just liquidated my 401ks.
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!
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.
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.
(Timbs for Everyone!) The Big Daddy of Consumer Aggregators got demolished last year. Plus, why acquisitions are all about the team.
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.
