The best way to think about business returns is as the cost of growth.
The best way to think about business returns is as the cost of growth.
A complete guide to pricing power and how to identify it in its most durable form.
In stock picking, deep research is necessary but so is studying the entire spectrum of companies.
Here’s how you can apply B.F. Skinner’s work to understanding market behavior and yourself.
On what makes a great insurance company, Fairfax’s historical transformations, investment slump, underwriting tailwind, hard vs soft markets, culture, incentives, run rate profits, and price-to-book.
On the elevator oligopoly, the golden service market, economics of density, working capital benefits, innovation, China, and smart elevators.
On Adobe’s history, SaaS transition, creative monopoly, increased competition, Figma acquisition, and valuation.
On public tenders, company culture, European IT consulting markets, scale advantages, managing people, and M&A integration issues.
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