The Cost of Social Media
Facebook made over $139 from the average North American user in 2019, and the actual cost to each user is roughly 10-20x higher than that.
Scaling Amazon Subscriptions and Amazon Ads
Amazon's ad business is larger than YouTube. Amazon's subscription business is almost as large as Netflix. And that's not all.
Microsoft Teams Can't Stop Slack
Microsoft Teams: Slack killer? Markets seem to think so, but is that narrative an accurate reflection of reality?
Virgin Galactic And The Potential of Space Tourism
Virgin Galactic is a $3 billion company with no revenue. But could sending thousands of people up to space justify their lofty valuation?
Tesla Stock Has Tripled Since June
Tesla's stock has tripled since June. How did Elon Musk take Tesla from the brink of bankruptcy to the top of the world?
AirPods: Accessory Or The Next Big Thing?
Apple's AirPods have become a global hit since their launch in late 2016. Are they just an iPhone accessory? Or the formation of a new app ecosystem?
Understanding Tesla Valuation: Too High Or Too Low?
Now that Tesla is worth over $80 billion, more than double the valuation of Ford, how might investors think about valuing the business from here?
Diversification Is For Idiots*
The diversification trade-off simply isn’t worth it for investors who know they’ve got great businesses. Fortunes are created through focus.
Skin In The Game: Tesla vs. Ford and GM
Elon Musk runs Tesla with all his money and reputation on the line. Can the same be said for the CEOs of Ford and GM?
The Potential of Tesla Services
Tesla's auto business is starting to resemble Apple's business. It's time investors recognize the high-margin services Tesla is rolling out.
The 3 Steps of Innovation
What can biology teach us about the cycle of innovation in business?
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