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Shop Till You Drop
Shopify is working its way up to powering the entire e-commerce backend
Jul 1, 2022
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Eben Timko
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Shop Till You Drop
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June 2022
Revenge of the Nerds: Volume Z
What does it mean to be a nerd?
Jun 24, 2022
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Eben Timko
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Revenge of the Nerds: Volume Z
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The Narrative Takes Work
Tiktok again and why narratives are critical to success
Jun 17, 2022
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Eben Timko
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The Narrative Takes Work
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An Apple a Day
A few takeaways from Apple for the few weeks I've missed
Jun 10, 2022
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Eben Timko
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An Apple a Day
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May 2022
Where do the retail investing platforms go from here?
A deeper look into Robinhood and Coinbase and what they might need to do
May 20, 2022
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Eben Timko
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Where do the retail investing platforms go from here?
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Constraints Lead to Creation
How this massive contraction in tech multiples can be helpful
May 13, 2022
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Eben Timko
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Constraints Lead to Creation
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The Great Reset
Resignations across tech are a sign of a times, but they're just a symptom
May 6, 2022
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Eben Timko
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The Great Reset
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April 2022
From Discovery to Value
What makes a good funnel?
Apr 29, 2022
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Eben Timko
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From Discovery to Value
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Netflix and Shill
What does the subscriber miss mean for the streamer and what might they do next?
Apr 22, 2022
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Eben Timko
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Netflix and Shill
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Investment Thesis Pt. 2: Reconciliation
Bringing my beliefs together into one underlying thesis
Apr 8, 2022
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Eben Timko
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Investment Thesis Pt. 2: Reconciliation
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Investment Thesis Pt. 1: Beliefs
Outlining what I believe so that I can dissect where I want to look
Apr 1, 2022
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Eben Timko
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Investment Thesis Pt. 1: Beliefs
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March 2022
What is an Investment Thesis?
Breaking down theses, the way investors think, and an exciting update
Mar 25, 2022
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Eben Timko
1
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What is an Investment Thesis?
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