Articles

One Medical — One Step From Failure

This article is an (opinionated) business model breakdown of One Medical and its acquisition by Amazon. I’ll extract the key learnings from ONEM that are applicable to healthcare and businesses in general.

Reading time: 12 mins

7 September, 2022

Investing; Startups

Crypto Narrative Manipulation — A Masterclass in Storytelling

Narrative cycles play out in crypto, religion and life. Narratives might create antifragility. But we must always question value creation and value capture.

Reading time: 4 mins

20 October, 2021

Investing; Bitcoin

LTV/CAC - Friend or Foe?

The LTV formula is a good tactical tool for analysing marketing channels. However, it’s often bastardised as a compass for corporate strategy.

Reading time: 3 mins

2 June, 2022

Investing

Bet Sizing - Upgrading Your Decision-Making

Doing more of a good thing can result in worse outcomes. Betting large amounts on a positive EV bet is not necessarily more profitable. Whether investing in startups, trading the markets, or making business decisions, bet sizing is foundational.

Reading time: 5 mins

22 March, 2022

Investing; Decision-making

The 5 Most Important Things I Learned in 2021

Here are the 5 most important things I learned in 2021.

Reading time: 8 mins

1 January, 2022

Life; Productivity; Decision-making; Self-improvement