Business Analysis Series – Part I – Assessing Unit Economics to evaluate Business Quality

Business Analysis SeriesPart I – Assessing Unit Economics to evaluate Business Quality  Understanding the unit economics of any business is the foundation of business analysis. Unit  economics isn’t just restricted to looking at profitability metrics from the P&L, it also takes into account  how much capital has been invested into the business to generate those…

Disruption – Thinking Deeper

Disruption – Thinking Deeper Disruption – Radical change to an existing industry or market due to technological innovation The key words here are “radical change” and “technological innovation”.   In the first decade of this millennium, disruption was spoken of only in certain technology circles.  Starting with 2010, it has become a buzzword that almost…

The Decade that went by

The Decade that went by First up, some thoughts on the year that went by. The biggest mistake that investors could have made during CY2020 was overthinking things. Any time  one went “I am smarter than the markets, whatever is happening is madness”, one ended up getting  clobbered. When the COVID-19 crash started in late…