Below the Line from Kevin LaBuz

Kevin LaBuz
Breaking down business models and how technology is changing them. Occasional dad jokes. Not a dad.
Created 30 Dec 2019
93
Posts
191
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21
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13
Mentions
  • #94 - Business Casual
    10 Oct 2021 • 5 min read • 5 0
    Hi 👋 - Clothing rental company Rent The Runway filed to go public this week. It’s like Blockbuster Video for clothes. While the company has style, its financials lack substance. A look at Rent The Ru...
  • #93 - Klarna’s Trojan Horse
    03 Oct 2021 • 6 min read • 5 0
    Hi 👋 - Klarna is one of Europe’s most valuable start-ups. To justify its $46 billion valuation, the company is going to need to move beyond offering buy now, pay later services. A look at Klarna’s ap...
  • 3Q 2021 Quarterly Review
    26 Sep 2021 • 5 min read • 5 1
    Hi 👋 - Just like that, another quarter is in the books. Below are a few favorite reads and listens from the third quarter. Thanks for reading! If you find this content valuable, consider sharing it w...
  • #92 - The Rent Is Too Damn High
    19 Sep 2021 • 5 min read • 8 3
    Hi 👋 - For growth companies, General & Administrative expenses like accounting and human resources aren’t sexy. But they matter. A look at Peloton’s expenses. Thanks for reading. If you’re finding th...
  • #91 - Culture Eats Strategy (From the Archives)
    12 Sep 2021 • 5 min read • 3 0
    Hi 👋 - Spending a few days in the Great Smoky Mountains, so dipping into the archives this week. The more I learn about business, the more important I think that culture is to successful outcomes. Cu...
  • #90 - Only The Paranoid Survive
    05 Sep 2021 • 7 min read • 4 0
    Hi 👋 - There’s an arms race on for creators. Today, a look at Facebook’s creator strategy and the rise of TikTok. For readers in the US, happy Labor Day. As always, thanks for reading. For more like ...
  • #89 - The Perfect Market - Part 2
    29 Aug 2021 • 6 min read • 4 0
    Hi 👋 - Today, part two of a deep dive into eBay, based on Adam Cohen’s book, The Perfect Store: Inside eBay. If you’re new to Below the Line this week, here’s part one. Thanks for reading. If you’re ...
  • #88 - The Perfect Market - Part 1
    22 Aug 2021 • 6 min read • 5 0
    Hi 👋 - E-commerce seems inevitable in retrospect, but its initial prospects were fraught. According to the Pew Research Center, in 1995 only 8% of Americans were comfortable buying something online w...
  • #87 - Dropbox 2.0
    15 Aug 2021 • 7 min read • 5 0
    Hi 👋 - Be careful what you wish for. This week, a look at how the early hype surrounding Clubhouse, a live audio app, might cause its downfall. Thanks for reading. If you’re finding this content valu...
  • #34 - What is Substack? (From The Archives)
    08 Aug 2021 • 5 min read • 5 0
    Hi 👋 - Dipping into the archives this week with one of the most popular posts from last summer. This post breaks down Substack’s business model. Substack is a platform for independent writers to dist...
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