Archive - Looking for Leverage

Context as a Competitive Moat

Identifying your data gravity in the age of AI

Jun 25 •

Dope on the Table

Why does DPI matter to investors?

Jun 18 •

Fitbit Hit $1B on Just $22M. Here's the Playbook.

What Fitbit can teach operators about float, discipline, and capital efficiency

Jun 11 •

The Most Misunderstood Word in Finance is Leverage

Leverage Isn’t the Villain. Poor Capital Allocation Is.

Jun 4 •

May 2025

April 2025

Hiring Is a 50/50 Bet. Plan Like It.

“I’m great at hiring — and I’m still wrong half the time.” — Molly Graham, startup exec and operator

Apr 30 •

Jumping S-Curves

Why Good Companies Stall, and Great Operators Leap

Apr 23 •

The Four Epochs of Company Growth

Act your age, not your shoe size.

Apr 16 •

The Exit-Ready Org

What private equity sponsors are actually looking for, and how to avoid killing deal momentum before it starts.

Apr 9 •

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