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WEEKLY CASE STUDIES
How One Company Created a Niche Market for Young People Who Want Fancy Bibles
How to Capitalize Early on the Fast-Growing Sports Gambling Industry
How Moiz Ali grew Native Deodorant from $0 to $100m acquisition in 2 years
How The Athletic Grew a Niche Audience to ~1m Subscribers in 4 Years
The signal: As meditation becomes mainstream, people may be surprised to find that searches for sleep apps double their meditation
counterpart. As people invest in getting a better night’s rest, there’s opportunity abound, including physical products
like weighted blankets or premium PJs, supplements like melatonin (50k+ searches per month), popular insomnia drugs
having their patents expire (ex: Silenor), companies paying their employees to sleep better, marketing for sleep
specialists, or online sleep education (ex: sleep apnea test has 27k searches per month).
The signal: The skincare sensitive community is getting specific. People are educating themselves on topics, including the
differences between AHA and BHA — alpha hydroxy acid and beta hydroxy acid. The searches don’t stop there: other
chemicals like hyaluronic acid, retinol, l-cartinine, coq10, niacinamide, benzoyl peroxide, and tretinoin are getting
hundreds of thousands of monthly searches, whereas vague terms like “acne cream” only get 40k.
The signal: Since killing the headphone jack, Apple has graced the world with AirPods, which did an estimated 60m units in 2019.
That means AirPods alone are bringing in approx ~$10b in revenue, more than Twitter, Shopify, or Spotify, to name a few
popular tech giants. Opportunity lies in Apple opening up SiriOS or the wave of iPhone accessories (including cases,
cleaning kits, hooks, and keychains) which have shown “hockey stick” growth alongside their hardware predecessor.
Pull back the curtain into how private companies operate
We surveyed thousands of business owners. The result? A robust database that shows the revenue, income, growth, annual
expenses, barrier to entries, and stories from hundreds of different businesses.
Take a look under the hood of companies, ranging from $100m furniture stores, mom and pop shops, software companies, and
Learn from the best.
We spend thousands of hours scouring the web for interesting data points, surveying our +1m users, and interviewing
world-class business builders. Why? So we can create the best business case studies that would take years of networking
and digging to uncover.
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