Empowering Good teams to be Great!
The Simplest Thesis in My Portfolio Some companies require deep analysis to understand their edge. Microsoft isn’t one of them. In my view, Microsoft is perhaps the single most mission-critical company in the world. Not in theory, but in practice. […]
Power Finding Tomorrow’s Giants in Today’s Markets Most people who begin investing imagine that returns are evenly distributed. You pick a stock, it goes up 10%. You pick another, it goes down 5%. Over time, the hope is that your […]
How Sensitivity Shapes Strategy and Profitability In business and economics, few concepts offer more practical insight for executives than elasticity. Whether you’re adjusting prices, launching new products, or allocating capital, elasticity helps you anticipate how customers, markets, and even suppliers […]
Why Misaligned Incentives Destroy Value and How Smart Leaders Align Them for Strategic Advantage In business, incentives aren’t just a tool — they’re the tool. Agency Theory, a foundational mental model in economic and business thinking, provides a critical lens […]
“What gets measured gets managed — even when it’s irrelevant or misaligned.” In the real world of business, the interests of owners (principals) and those who act on their behalf (agents) rarely align perfectly. This disconnect, known as the Principal-Agent […]
The Power of Network Effects In the modern digital economy, few concepts are as influential—or as misunderstood—as network effects. From the meteoric rise of tech giants like Facebook, Uber, and Airbnb, to the enduring strength of traditional platforms like Visa […]
The Glue That Keeps Customers Stuck In the hypercompetitive terrain of modern business, keeping a customer is often more valuable—and more difficult—than acquiring a new one. One of the most powerful economic moats that companies can build is the creation […]
In today’s hyperconnected economy, small differences in performance can lead to massive differences in rewards. Nowhere is this more apparent than in Winner-Takes-All Markets—an economic and business phenomenon where the best performers capture a disproportionate share of the market’s value, […]
Why Firms Exist and Markets Fail “The costs of doing business aren’t always on the balance sheet.” In the traditional view of economics, firms exist simply to produce goods and services efficiently. But Ronald Coase flipped that idea on its […]
The Hidden Engine of Business Growth “The company that scales best wins.” In the race for dominance, the ability to produce more at a lower per-unit cost is often the silent force behind some of the world’s most successful businesses. […]
The Power of Doing More with Less In business, efficiency often makes the difference between surviving and thriving. While economies of scale teach us how to reduce costs by producing more of the same, economies of scope show us how […]
Why Great Companies Fail In the annals of business history, there’s a paradox that repeatedly plays out: companies that do everything “right” still get disrupted. They listen to their customers, invest in the highest-margin segments, and relentlessly improve their existing […]
Why Great Companies Fail In the annals of business history, there’s a paradox that repeatedly plays out: companies that do everything “right” still get disrupted. They listen to their customers, invest in the highest-margin segments, and relentlessly improve their existing […]
Mastering Market Structure for Strategic Power When CEOs, strategists, and investors think about what drives profitability in an industry, they often start with internal factors: cost control, product innovation, or marketing strength. But Michael Porters Five Forces framework forces us […]
Competing from the Inside Out In a marketplace obsessed with external threats and competitive positioning, the Resource-Based View (RBV) offers a refreshing lens: what if sustainable competitive advantage doesn’t come from reacting to the market—but from building something so unique […]
Competing from the Inside Out In a marketplace obsessed with external threats and competitive positioning, the Resource-Based View (RBV) offers a refreshing lens: what if sustainable competitive advantage doesn’t come from reacting to the market—but from building something so unique […]
Unlocking Competitive Advantage In the quest to build enduring businesses, few tools are as foundational and revealing as Value Chain Analysis. First introduced by Michael Porter in his seminal work Competitive Advantage (1985), the value chain framework empowers businesses to […]
Navigating Portfolio Strategy with Clarity In the ever-evolving landscape of business, leaders face constant pressure to allocate resources effectively across a portfolio of products, services, or business units. The Boston Consulting Group (BCG) Matrix offers a powerful, time-tested framework to […]
The Bedrock of Market Strategy In the complex world of economics, no concept is more fundamental—yet more misunderstood—than Supply and Demand. For executives navigating strategy, pricing, product development, or expansion, understanding the dynamic dance between buyers and sellers is crucial. […]
Recognising the Patterns Behind Strategic Failures One of the most powerful breakthroughs in systems thinking is the identification of “systems archetypes”—recurring patterns of behavior that crop up in organisations, economies, and societies. These archetypes act like diagnostic templates, helping leaders […]
