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Stock-Based Compensation
Before 1995, the Financial Accounting Standards Board (FASB) didn’t consider stock-based comp (SBC) an expense. However, just because...

Ryan
May 1, 20205 min read


Inputs vs. Outputs
Business is all about inputs and outputs. However, there is a disconnect between entrepreneurs and investors.

Ryan
Mar 4, 20204 min read


Tension Between Two Opposites
The tension between two opposites is an important mental model.

Ryan
Jan 31, 20204 min read


Unit Economics
Here is a primer on unit economics.

Ryan
Dec 18, 20196 min read


Zoom, Zoom, Zoom
We analyzed Zoom, the disruptive videoconferencing company.

Ryan
Nov 21, 20196 min read


Costco's Business Model
We break down Costco's business model!

Ryan
Nov 19, 20193 min read


Discontinuous Disruption
Find out what the difference is between sustaining, discontinuous and disruptive innovation.

Ryan
Oct 3, 20197 min read


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
Oct 1, 20195 min read


Boring Ole' Checklists!
Learn about the checklist we use in our investing process.

Ryan
Aug 28, 201915 min read
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