Industry Analysis: Building Materials
Cement, steel and lumber economics decoded
Strategy
Corporate strategy, competitive positioning, portfolio decisions, and strategic planning tools.
Wayfair Marketplace Business Model
An examination of how Wayfair built a furniture marketplace on drop-shipping, advertising revenue and a still-narrow path to profitability
Industry Analysis: Environmental Consulting
Market structure, economics and strategy
Industry Analysis: Hospital and Health Care
Market structure, economics and strategy
Snapchat's Camera Company Playbook
Ephemeral content powers Snap's advertising business
AI Crash Memo Stress Test
A viral 2028 AI crash memo turns out to be less a market forecast and more a sharp test of which business models still have real moats once AI agents make switching effortless