Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
The Benchmarking Club is Open (But Not for Everyone)
April 17, 2025, 11:22 a.m.
Not All Revenue Is Good Revenue: Rob Paterson of Employment Hero Explains
April 17, 2025, 9:01 a.m.
When Churn Is the Model
April 15, 2025, 11:22 a.m.
Inside the "Triangle of Doom”: How Great CFOs Navigate CEO and Board Dynamics
April 14, 2025, 9:01 a.m.
What Investing at 100x ARR Really Means
April 13, 2025, 7:01 p.m.
How I Lost $209,640 (and Found My Own PMF)
April 12, 2025, 11:22 a.m.
Cash is King, But Who’s Guarding the Throne?
April 10, 2025, 11:22 a.m.
“I Lost Money – It Was Beautiful” – Brad Channer on Why You Should Fail at a Startup at Least Twice
April 10, 2025, 9:01 a.m.
Announcing “Looking for Leverage”: A Newsletter for PE-Backed Leaders
April 8, 2025, 11:23 a.m.
Scaling Google Ads: Lessons from an $80B Journey with Sanjay Datta
April 7, 2025, 9:01 a.m.
Did we just experience a "Before, and After" day?
April 6, 2025, 7 p.m.
Stubhub IPO: S1 Breakdown
April 5, 2025, 11:22 a.m.
My Favorite FP&A Interview Questions
April 3, 2025, 11:22 a.m.
The High-Stakes World of Consumer Marketplaces: John Connolly on Trends, Metrics, & Myths
April 3, 2025, 9 a.m.
I Hate How Great IRL Is
April 1, 2025, 11:22 a.m.
Joining a Startup Valued at 60x Revenue: Smart Move or Sucker’s Bet?
March 30, 2025, 7:01 p.m.
Stripe rips, Plaid falls, and Wiz gets PAID... State of the Private Markets (March)
March 29, 2025, 11:22 a.m.
State of the Private Markets
March 28, 2025, 11:22 a.m.
How to Build a Net Dollar Retention Bridge
March 27, 2025, 11:22 a.m.
The Startup Shutdown Playbook: How to Succeed in Closing a Company
March 27, 2025, 9:01 a.m.
The Importance of "Sales Rep Math"
March 25, 2025, 11:22 a.m.
The Art of Stacking S-Curves: Olo’s Winning Vertical SaaS Strategy with CFO Peter Benevides
March 24, 2025, 9:01 a.m.
Klarna IPO: S1 Breakdown
March 22, 2025, 11:22 a.m.
The Wild West of EBITDA Adjustments
March 20, 2025, 11:22 a.m.
Red Flags & Big Wins: Lucas Swisher on What Makes Coatue Say Yes (or No) to an Investment
March 20, 2025, 9:03 a.m.