Covers all firm business strategy topics.
Tesla was at a crossroads in February 2024, with a tough decision ahead. They had to choose between producing the Model 2 or investing in the Robotaxi. Musk chose the Robotaxi. Read why.
Sycamore Capital's private buyout of Walgreens shows how strategic missteps brought Walgreens low.
Skechers recently made headlines after being acquired by 3G Capital for $63 per share. Media coverage was quick to connect the buyout to U.S.–China tariffs. This story, in my view, misses the real point.
Hermès and LVMH are both luxury powerhouses with deep French roots going back to the 19th century. They have grown over the last 20 years, setting trends and influencing the industry’s direction. In this newsletter, I’ll explain what makes the difference.
Firms are scrambling to respond to Trump's Tariffs. The uncertainty of the tariff regime adds extra challenge. In this article, we build three successive problems and solve them using fundamental building blocks.
