Needing New Tools
In life and investing, oftentimes it’s not enough to just tell someone that they should change their behavior. Without a new frame of...
top of page
Search
Ryan
- Sep 14, 2020
- 8 min
Mark Leonard Letters
We compiled the best sections from each of Mark Leonard's shareholder letters.
Ryan
- Jun 30, 2020
- 4 min
20/20 Spectrum
Investing is a balance between pattern recognition and open-mindedness. Studying great businesses and finding commonalities is a great way t
Ryan
- May 1, 2020
- 5 min
Stock-Based Compensation
Before 1995, the Financial Accounting Standards Board (FASB) didn’t consider stock-based comp (SBC) an expense. However, just because...
Ryan
- Mar 4, 2020
- 4 min
Inputs vs. Outputs
Business is all about inputs and outputs. However, there is a disconnect between entrepreneurs and investors.
Ryan
- Jan 31, 2020
- 4 min
Tension Between Two Opposites
The tension between two opposites is an important mental model.
Ryan
- Dec 18, 2019
- 6 min
Unit Economics
Here is a primer on unit economics.
Ryan
- Nov 21, 2019
- 6 min
Zoom, Zoom, Zoom
We analyzed Zoom, the disruptive videoconferencing company.
Ryan
- Nov 19, 2019
- 3 min
Costco's Business Model
We break down Costco's business model!
Ryan
- Oct 3, 2019
- 7 min
Discontinuous Disruption
Find out what the difference is between sustaining, discontinuous and disruptive innovation.
Ryan
- Oct 1, 2019
- 5 min
The 7 Habits of Highly Successful People
Although each individual is unique, there are a few common denominators most successful people share. These are principles and habits...
Ryan
- Aug 28, 2019
- 15 min
Boring Ole' Checklists!
Learn about the checklist we use in our investing process.
Ryan
- Jul 9, 2019
- 7 min
Personal Finance for Young People
You might be asking, “Why does this matter? Why start now? I have the rest of my life to worry about money and bills, I just want to live...
Ryan
- Jun 5, 2019
- 4 min
Medical Devices (Pt. 8)
Ever had a hip replacement? Or know someone who has? What about a catheter? Or an insulin pump? In this business model breakdown, we'll take
Ryan
- Jun 2, 2019
- 36 min
The Ultimate Learning Guide
It is clear Shane has poured his life and soul in Farnam Street and so I wanted to collect portions of the best learnings I have taken away.
Ryan
- May 22, 2019
- 6 min
All About Food Delivery
This post is all about food delivery. We go over aggregators and delivery networks. It's everything you need to know.
Ryan
- May 15, 2019
- 10 min
A Deep Dive on Ridesharing (Pt. 6)
If you're curious and want to read more, here are the business model posts so far: Intro Big Pharma Marketplaces Software Restaurants...
Ryan
- Apr 25, 2019
- 4 min
The Future of Restaurants (Pt. 5)
This week we'll re-start our exploration of different business models. If you're curious and want to read more, here are the business...
Ryan
- Apr 19, 2019
- 3 min
Irrational Exuberance
This week's post covers two stories that illustrate how crazy the stock market is. When people tell you that the stock market is...