What do Roblox, Anduril, CrowdStrike and Apple all have in common? None of them looked like obvious winners from the start. But they built something far bigger than anyone expected. We call these companies Modelbusters. Modelbusters either reveal a market that’s... See more

Well-done long analysis on Stitch Fix from @svafier. Presentation ↳ https://t.co/acJREqWTKJ Discussion ↳ https://t.co/HFGAq5Ixqs I'm surprised they haven't been more aggressive chasing international... See more

Now, it’s Khaite’s turn. The Cate Holstein -designed label is now under the watch of Stripes, one of the few investment firms that regularly takes bets on fashion. Backstage at that show, I asked Holstein how the money has empowered her: I expected her to mention supply chain upgrades or more freedom with show budgets. (The Park Avenue Armory... See more