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Writing

The work, shown.

Teardowns of real businesses built only from public data, and walkthroughs of the work most owners never get to watch anyone do. Every figure is computed and sourced.

TeardownSeptember 25, 2026

Bed Bath & Beyond paid $53.32 a share for stock it later cancelled for nothing.

It repurchased 163,780,000 of its own shares for $8.73 billion, an average of $53.32 each. On September 29, 2023 those shares were cancelled without consideration. Both numbers were in its own filings; nobody put them in the same sentence.

TeardownSeptember 24, 2026

Twice a year America runs a free experiment on every restaurant in the country.

An hour of new evening daylight moves dinner about fourteen minutes later. An hour of lost evening daylight does not move it earlier at all. Measured against twenty ordinary weeks, from free taxi data and computed sunsets.

AnswerSeptember 24, 2026

What it costs to build a data team in-house.

Seven people, about $1.1 million to $1.6 million a year once they are on payroll. Built from Bureau of Labor Statistics wage medians, with the benefits multiplier most estimates leave out.

MethodSeptember 24, 2026

A shop asked whether rain was good for business. The answer changed three times.

The first answer was plus 31 percent. The second was plus 9. The third was that rain brings fewer people through the door, not more, and the obvious move would have cost the shop money.

MethodSeptember 24, 2026

Palantir built an ontology for billion-dollar companies. We built the small one.

Palantir charges £3,000,000 a year for the licence and £150,000 per person per quarter for the engineers. Its own annual report says the barriers are the strategy. Here is the same idea at a size a $6 million business can hire.

TeardownSeptember 24, 2026

Nine days before the post, Bud Light's own marketing chief said the brand was dying.

Bud Light lost about 26 percent of its volume in 2023. It had been losing around 6 percent a year for fifteen years before that, and its own VP said so on a podcast nine days before the post everyone blames.

TeardownSeptember 24, 2026

Strawberries run on a price calendar. It has not missed once in thirty-five years.

In 35 measurable years of United States producer prices, winter strawberries cost more than summer strawberries every single year, by a median of 1.73 times. Computed from two free government files.

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