Independent company studies, written in decades. An art gallery of past, present, and future business strategy.
Studies
- How GE Turned RCA Into a Crown-Jewel Acquisition
- Why Middle-Market Strategies Get Stuck
- Why Disney+ Struggles to Monetize Its Content
- Uber in an Autonomous-Vehicle Future
- Bending Spoons and the Capital Cycle
- OpenAI’s Consumer Opportunity and Management Struggle
- Stripe as a Technology Consolidator
- Why Apple Has the Lowest Disruption Risk
- The Capital Cycle: Fiber Then, Data Centers Now
- How Marketplaces Like Airbnb Monetize Attention
- Why OpenRouter Could Become a Great Platform
- Nintendo’s Transition Into a Media Company
- Xbox, Game Pass, Aggregators, and Free-to-Play
- Why Dropbox Is an Obvious Private-Equity Target
- Snapchat’s Shift From Advertising to Subscriptions
- UnitedHealth: Value Trap or Undervalued Compounder?
- When Investing Heuristics Become a Problem