On CAC and Cohorts
Are Prices Perfect? No, But It's Easier to Reason About Them When We Assume They're Good-Enough
Good Rules Make a Big Difference, But Consistent Rules Often Work
Corporate America's Worst Sin or a Slightly Better Structure for a Dividend?
Companies Obsess Over Who Is the Last to Interact with a Customer
Supply and Demand Respond to Prices, but How Fast?
And what turns it into a get-carried-out-on-a-stretcher trade?
Or, why "unsustainable" is optimal, for a while
Customer lifetime value calculations are always a rough guess
Most Investment Activity is Trading Already-Existing Things, Not Investing in New Ones. That's Fine.
