Below the Line
Kevin LaBuzBreaking down business models and how technology is changing them. Occasional dad jokes.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 164 | Subscribers | Read | kjlabuz.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
#160 – Multiplying By Zero
Hi 👋 – Charlie Munger’s first rule of compounding is to never interrupt it unnecessarily. Too much debt can short circuit the compounding process. That’s a useful framework for analyzing Wayfair, which last week announced its third major l...
#159 - Back To Basics
Hi 👋 - The third quarter saw a continuation of recent e-commerce trends, only more pronounced. The rich? Richer. Consumer discretionary? Softer. The rising-tide-lifts-all-boats environment of the pandemic has been replaced by a dynamic whe...
#158 - Harvest Season
Hi 👋 - After a year in the wilderness, things are looking up in e-commerce. Below, key themes and trends from second quarter e-commerce earnings. As always, thanks for reading.
#157 - Nature Is Healing
Hi 👋 - Is this thing still on? In early March my wife and I welcomed a daughter into our home. Between the lack of sleep, ceaseless laundry, and wanting to hang out with her, there’s less time to research and write. Looking ahead, posting ...
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Authors
The writers behind this newsletter.
Former Internet equity research analyst at Deutsche Bank and strategic finance at Etsy and Indeed. Currently Head of Investor Relations & Corporate Development at 1stDibs. Based in Brooklyn.
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