Below the Line

#171 – Why E-Commerce Finally Looks Stable Again

Q3 2025 E-commerce Review

Dec 14 • Kevin LaBuz

6

1

1

September 2025

#170 – Textile Mills & GPUs

AI Value Capture

Sep 28 • Kevin LaBuz

5

1

August 2025

#169 – 2019 Vibes

Q2 2025 E-commerce Review

Aug 24 • Kevin LaBuz

6

1

June 2025

#168 – Tariffs, Tai Chi, and T-Shirts

Q1 2025 E-commerce Review

Jun 22 • Kevin LaBuz

4

#167 – Turn Every Page

A Few Lessons from Berkshire Hathaway's Annual Meeting

Jun 1 • Kevin LaBuz

8

3

2

March 2025

#166 – A Strong Finish, A Fragile Start

Q4 2024 E-commerce Review

Mar 16 • Kevin LaBuz

5

1

January 2025

#165 – Anti-Predictions

Why You Should Go To More Parties In 2025

Jan 12 • Kevin LaBuz

6

2

December 2024

#164 – Normal-ish

2024 Q3 E-commerce Review

Dec 8, 2024 • Kevin LaBuz

5

October 2024

#163 – Amazon’s Double Flywheel

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

Oct 6, 2024 • Kevin LaBuz

9

1

September 2024

#162 – A Knife Fight In Mud

2024 Q2 E-commerce Review

Sep 8, 2024 • Kevin LaBuz

7

June 2024

#161 – Keep It Simple

2024 Q1 E-commerce Review

Jun 9, 2024 • Kevin LaBuz

11

January 2024

#160 – Multiplying By Zero

The Capital Cycle, Convertible Bonds & More Layoffs at Wayfair

Jan 28, 2024 • Kevin LaBuz

6

2