ELI5:LTV A (super simple) explanation of how to calculate customer lifetime value
Inspired by Reddit's "Explain Like I'm Five" subreddit, I take a stab at explaining lifetime value in clear, simple terms.
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License to lose: why investors think Amazon can turn grocery into gold
Today was remarkable. The world's largest retailer bought the nation's largest high-end grocery chain for almost $14bn. This...
How to build a market neutral portfolio, and why it may not be right for you
I recently had a good friend ask me to explain how to construct a market neutral portfolio, since I currently do most of my personal...
Sales in SF, Infrastructure in SV: Crunchbase data reveals what cities are building
Last week, I posted a word cloud I made with the descriptions from a thousand recent startups on Crunchbase. The (not so surprising)...
Four lessons Criteo, the $3.5bn ad-tech company, can teach us about machine learning business models
With the rise of ML/AI as the start-up flavor du jour, I’m seeing more and more companies that have software as their core, but business...
Spruce Point's short report on WIX: 13 points I disagree with
Yesterday a renowned short-seller called Spruce Point Capital (SP for short) published a short report on Wix. I'm very familiar with Wix:...
Innovation vs. the retail apocalypse: the future of brick & mortar as the "edge" of th
I grew up in a small town in Northern Maine where my family has owned an eponymous store selling grocery and apparel for over a hundred...
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