Essays on market intelligence, strategy, and the discipline of thinking clearly in uncertain conditions. No newsletters — just writing when we have something to say.
Most market intelligence fails not because it's wrong, but because it never reaches the room where decisions are made. Here's what separates the briefings that change decisions from the ones that get filed.
Read articleMost companies define their competitive set too narrowly. The threat usually comes from the edges of the map — from players you don't yet consider competitors.
Read articleThe gap between what a target tells you and what its customers tell you is where the real risk sits. A practical guide for investors and acquirers.
Read articleThe discipline isn't in gathering more data. It's in knowing which signals deserve your attention — and being willing to ignore the rest.
Read articleWe're always happy to talk. No pitch, no obligation.