Archive - Below the Line

#163 – Amazon’s Double Flywheel

How Cutting Cost-To-Serve Increases Selection and Deepens Wallet Share

Oct 6 •

September 2024

#162 – A Knife Fight In Mud

2024 Q2 E-commerce Review

Sep 8 •

June 2024

#161 – Keep It Simple

2024 Q1 E-commerce Review

Jun 9 •

January 2024

#160 – Multiplying By Zero

The Capital Cycle, Convertible Bonds & More Layoffs at Wayfair

Jan 28 •

December 2023

#159 - Back To Basics

2023 Q3 E-commerce Review

Dec 10, 2023 •

September 2023

#158 - Harvest Season

Q2 2023 E-commerce Review

Sep 10, 2023 •

June 2023

#157 - Nature Is Healing

Q1 2023 E-commerce Review

Jun 11, 2023 •

March 2023

#156 - Silicon Valley Bank: An Autopsy

The First Bank Run of the Twitter Era

Mar 26, 2023 •

February 2023

#155 - Bringing The Receipts

Berkshire Hathaway’s 2022 Annual Letter

Feb 26, 2023 •

January 2023

#154 - Counting Pennies

Lessons in Frugality from Wal-Mart Founder Sam Walton

Jan 29, 2023 •

#153 - Misery Loves Company

Getir Acquires Gorillas

Jan 8, 2023 •

Q4 2022 Quarterly Review

Demon Copperhead, Enron's Fatal Flaw, Ken Burns, The Fatal Mistake of History

Jan 1, 2023 •

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