Why subscribe?

This is where I post longer-form thoughts on technology and business. I’ll post typically once or twice a week. Subscribe here for free to get full access to the newsletter.

I also post shorter form content on my Twitter.

While I don’t have a niche or topic I focus the newsletter on and tend to write about whatever is interesting to me at that point in time, here are a few areas I’ve written about to give you a sense of what to expect if you choose to subscribe.


  1. How Startups should think about TAM

  2. Why “What if GAFA builds this?” is silly

  3. Hyperleveraged companies and doing more with less

  4. Lessons from Bezos on Company building

Business Valuation

  1. Understanding stock-based compensation

  2. Making sense of revenue multiples

  3. The importance of forecasting through the lens of Zoom’s valuation

  4. The rise of intangible assets

Making Sense of Public Markets

  1. Narratives, reflexivity, and public markets

  2. The IPO pop explained

  3. SPACs explained and the first and second-order consequences

  4. Understanding the stock market during COVID-19

  5. The long-termism of public markets