TL;DR – Quick Thoughts on Fed Rate Cuts – Passing on Micro-cap Laird Superfood – Have a Profitable Holiday with these 5 AOV Hacks 🧠 The Takeaways Today we’re passing on micro brand ...

TL;DR – Making your money work for you – Turning Canada Goose into the Apple of Outerwear 🧠 The Takeaways We’re buying Canada Goose to flip this 65 year old Canadian jacket biz ...

TL;DR – Want to see my face? – How 4% of Shop brands account for 90% of its GMV. 🧠 The Takeaways Today, we’re going to break down the market sizes of Shopify ...

TL;DR – Fixing + Flipping FIGS for $5B – Turning FIGS into Lululemon 🧠 The Takeaways Today we’re buying FIGS to turn this cool scrubs biz into the Healthcare Lululemon and flipping this ...

TL;DR – My Best Holiday Hack. Negotiate Rates – Taking Luxottica from $100B – $1T 🧠 The Takeaways We’re buying a piece of Luxottica & riding it up from $100B -> $1T on ...