Archive - Tradeoffs

Shop Till You Drop

Shopify is working its way up to powering the entire e-commerce backend

Jul 1, 2022 •

June 2022

Revenge of the Nerds: Volume Z

What does it mean to be a nerd?

Jun 24, 2022 •

The Narrative Takes Work

Tiktok again and why narratives are critical to success

Jun 17, 2022 •

A few takeaways from Apple for the few weeks I've missed

Jun 10, 2022 •

May 2022

April 2022

From Discovery to Value

What makes a good funnel?

Apr 29, 2022 •

Netflix and Shill

What does the subscriber miss mean for the streamer and what might they do next?

Apr 22, 2022 •

Investment Thesis Pt. 2: Reconciliation

Bringing my beliefs together into one underlying thesis

Apr 8, 2022 •

Investment Thesis Pt. 1: Beliefs

Outlining what I believe so that I can dissect where I want to look

Apr 1, 2022 •

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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