Member Brief: 2PM Is Irrelevant

You may find this essay to be considerably meta. The hope is that the insight can be applied, usefully, to your own pursuits.

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Members: The Warby Parker S-1 Analysis

(S-1 Here): As anticipated, Warby Parker has filed to go public via direct public listing, bypassing an IPO. Unlike other recent filings this year, which has seen a burst of DTC IPOs, Warby released its S-1, revealing its financial details for the first time. Some highlights:

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Member Brief: Out of Stock

What’s past is prologue, but only if there is a pause between it and the present. This is something different: It feels like a continuation of something that we thought would end. When businesses don’t know when things will change, it is difficult to prepare. Stores are emptying of available inventory, and not just because of high demand. We simply cannot make things like we used to.

This member brief is designed exclusively for Executive Members, to make membership easy, you can click below and gain access to hundreds of reports, our DTC Power List, and other tools to help you make high level decisions.

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