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Caleb Dismuke

Caleb Dismuke

Enjoy writing, cooking, and brainstorming business ideas.

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How Netflix Crushed Its Competition (The Full Story)

In this article, we breakdown Netflix's origins, its business model, and how — by taking more swings than anybody — became a $245 billion juggernaut.

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Affirm — 3 Big Things Every Investor Should Know

In this article, we breakdown what Affirm does, its business model, and its key business metrics.

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Chart Update: Beyond Meat ($BYND)

We first wrote about Beyond Meat on November 12th. After a brief rally, the stock is again testing support at $120. 👉The blue-dotted horizontal line is Beyond Meat's current price. Beyond Meat ($BYND) | Alternative ProteinsCurrently, Beyond Meat is holding the $120 support level. If $120 fails, look for a fall

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Want to Make a Venture Bet on Unproven Battery Technology?

QuantumScape wants to build a battery that puts EVs on par with internal combustion engines. It’s got a $1 billion war chest and is backed by famous investors like Bill Gates, Jeremy Grantham, and Tesla cofounder J.B. Straubel.

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Is Dropbox on the Verge of an Explosive Move Higher? (Here's my Opinion)

Dropbox popped after The Information named them as a possible acquisition target. Even if it's not true, the recent rally still might have room to run.

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Japanese Stocks Are on the Verge of Breaking Out. Time to Join the Bandwagon?

In September, Warren Buffett’s Berkshire Hathaway invested $6 billion in five Japanese trading houses. Should you follow suit?

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How Airbnb Makes Money — The 2 Key Metrics You Must Know

In this article, we breakdown Airbnb's business model (how they make money) and the metrics they use to measure the performance of their business.

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This Week in Charts

Potential opportunities in Slack, AT&T, Holly Frontier, plus two more.

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Bitcoin Eyes $20k and the Power of Scarcity

Bitcoin chartBitcoin is up ~110% YTD and is within an earshot of its all-time high near $20k. Gold and Bitcoin are often lumped together as safe-haven assets, but there is one crucial difference. From Pomp’s recent letter: Gold is narratively scarce but Bitcoin is provably scarce. That sounds like

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A Turning Point for Biogen?

2 min read.