TL;DR – Macro: eCom is only growing ~10% this year. – We’re the new grillmasters flipping Traeger – Launch New Products with Better Data from Particl 🧠 The Takeaways Today we’re buying Traeger ...

TL;DR – Why invest more in partnerships – How Netflix Wins the content wars – Launch New Products with Better Data from Particl 🧠 The Takeaways Netflix needs to acquire CD Projekt + ...

TL;DR – Community Spotlight: Mike’s P&L Marketing breakdown – Correcting Warby’s Vision for Growth – More scale comes from faster creative testing w/ Motion 🧠 The Takeaways We’re buying Warby Parker to instill ...

TL;DR – How I create my best opportunities by over-delivering. – Why Shopify should acquire Kohl’s to launch the Shopi-store. 🧠 The Takeaways Today, we’re breaking down how Shopify would buy Kohl’s and ...

TL;DR – Why I got into PE – Scaling Hims to be the next Big Pharma biz 🧠 The Takeaways We’re going to buy Hims, get its financials in check, turn it into ...