S-1

Independent Company Studies · Written in decades

toward,

• No. XVIIM&A, Crown Jewels, NBC
• No. XVIThe Middle Market, Focus Verticals, Consolidation
• No. XVThe Failure of Disney+: Monetizing Content in Unique Ways
• No. XIVUber, Disruption and AVs
• No. XIIIBending Spoons: A Capital Cycle Play
• No. XIIThe Struggle of OpenAI
• No. XIWhat Stripe Can Become: Broader Tech Consolidation
• No. XApple Has the Lowest Disruption Risk
• No. IXThe Capital Cycle Theory
• No. VIIIMarketplaces, Monetization & Airbnb
• No. VIIWhy OpenRouter Could Be the Next Great Platform
• No. VINintendo, the Media Company?
• No. VXbox, Game Pass, Aggregators, and Free-to-Play Games
• No. IVWhy Dropbox Is an Obvious PE Target
• No. IIISnapchat's New Business
• No. IIUNH: Value Trap or Chronically Undervalued?
• No. IThe Problem with Heuristics in Investing