Rohit KaulToast Inc — Pivot, Growth, IPO and BeyondToast has grown at an exceptional pace over the last 6 years and just had a stellar IPO. It has a strong core revenue flywheel but needs toOct 6, 20214Oct 6, 20214
Rohit KaulWarby Parker — The Not so Fast and FuriousWarby Parker is a carefully crafted brand and a pioneer in the DTC market but it needs to do more to generate sustained profits.Sep 17, 2021Sep 17, 2021
Rohit KaulReddit — Buy, Hold or Sell?A deep dive into the monetization challenges of Reddit and the road to profitability it can take by embedding commerce in culture.Sep 4, 2021Sep 4, 2021
Rohit KaulHow can Twitter win in the long-form content? By killing its darling!Twitter is making many moves in the long-form content space. But it needs to relook at its playbook if it wants to capture real value.Aug 23, 2021Aug 23, 2021
Rohit KaulAmazon marketplace, commoditizing the complement and road to persistent differential returnsHey,Aug 19, 2021Aug 19, 2021
Rohit KaulinBootcampNetwork effects, single-player mode and the hookHow early-stage companies can build a hook into their products to onboard new users before they have benefit of network effects.Aug 19, 2021Aug 19, 2021
Rohit KaulPower of scale economies, creator economy myopia, velvet ropes and ClubhouseThe biggest moat for content companies over their competitors is scale economiesAug 19, 2021Aug 19, 2021
