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Independent company studies, written in decades. An art gallery of past, present, and future business strategy.Studies:
- M&A, Crown Jewels, NBC
- The Middle Market, Focus Verticals, Consolidation
- The Failure of Disney+: Monetizing Content in Unique Ways
- Uber, Disruption and AVs
- Bending Spoons: A Capital Cycle Play
- The Struggle of OpenAI
- What Stripe Can Become: Broader Tech Consolidation
- Apple Has the Lowest Disruption Risk
- The Capital Cycle Theory
- Marketplaces, Monetization & Airbnb
- Why OpenRouter Could Be the Next Great Platform
- Nintendo, the Media Company?
- Xbox, Game Pass, Aggregators, and Free-to-Play Games
- Why Dropbox Is an Obvious PE Target
- Snapchat's New Business
- UNH: Value Trap or Chronically Undervalued?
- The Problem with Heuristics in Investing
Elsewhere: