S—1
Nike position by scale and pricing power

S-1

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An archive of long-term strategy ideas

Archive

Aug 21, 2026The Middle Market, Focus Verticals, Consolidation
Aug 12, 2026The Failure of Disney+: Monetizing Content in Unique Ways
Aug 08, 2026Uber, Disruption and AVs
Aug 05, 2026Bending Spoons: A Capital Cycle Play
Aug 04, 2026The Struggle of OpenAI
Aug 01, 2026What Stripe Can Become: Broader Tech Consolidation
Jul 30, 2026Apple Has the Lowest Disruption Risk
Jul 26, 2026The Capital Cycle Theory
Jul 23, 2026Marketplaces, Monetization & Airbnb
Jul 17, 2026Why OpenRouter Could Be the Next Great Platform
Jul 11, 2026Nintendo, the Media Company?
Jul 09, 2026Xbox, Game Pass, Aggregators, and Free-to-Play Games
Jul 06, 2026Why Dropbox Is an Obvious PE Target
Apr 21, 2026Snapchat's New Business
Mar 31, 2026UNH: Value Trap or Chronically Undervalued?
Jan 26, 2026The Problem with Heuristics in Investing

About

S-1 is an archive of ideas about time. Which companies keep their power, which ones lose it, and why. I write in decades, in public, knowing some of this will age badly - that is the point of an archive. Nothing here is investment advice; it is a map, not a trade.

- TAIKHOOM SOJITRAWALA