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1.

A $500M call option on home gyms

napkinmath.substack.com

6 years ago

150 points

2.

Costco Convinces Brands to Cannibalize Themselves

napkinmath.substack.com

6 years ago

84 points

3.

Why MasterClass Isn’t Really About Mastery

napkinmath.substack.com

6 years ago

21 points

4.

Costco Convinces Brands to Cannibalize Themselves

napkinmath.substack.com

6 years ago

5 points

5.

Want to Become a Unicorn? Buy It, Don’t Build It

napkinmath.substack.com

6 years ago

4 points

6.

What You Need to Know About the Ant Financial IPO

napkinmath.substack.com

6 years ago

4 points

7.

Substack Rhymes with Medium

napkinmath.substack.com

6 years ago

3 points

8.

Substack Rhymes with Medium

napkinmath.substack.com

6 years ago

3 points

9.

GPT-3 Will Accelerate the Privatization of Internet Communities

napkinmath.substack.com

6 years ago

3 points

10.

How Costco Convinces Brands to Cannibalize Themselves

napkinmath.substack.com

6 years ago

3 points

11.

The Quest for Monopoly

napkinmath.substack.com

6 years ago

2 points

12.

Intangible Assets: The Invisible Value Driver

napkinmath.substack.com

6 years ago

2 points

13.

Why MasterClass Isn’t About Mastery

napkinmath.substack.com

6 years ago

2 points

14.

The Jet.com Obituary

napkinmath.substack.com

6 years ago

2 points

15.

Costco Convinces Brands to Cannibalize Themselves

napkinmath.substack.com

6 years ago

1 points

16.

AB 5 Will Break Uber’s Business

napkinmath.substack.com

6 years ago

1 points

17.

Why MasterClass Isn’t About Mastery

napkinmath.substack.com

6 years ago

1 points

18.

Why MasterClass Isn’t About Mastery

napkinmath.substack.com

6 years ago

1 points