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Insights

One chart, one finding

Short notes from work in progress – a market that behaves differently than expected, an incentive that quietly breaks a process, a number that changes the conclusion. No client data, no agenda. Just things worth noticing.

Insights

A market that grows 7× in five years rewards breadth and scale

BUSINESS MODEL & ECONOMICS

9 Oct 2026
A market that grows 7× in five years rewards breadth and scale
EV sales grew sevenfold in five years, yet Tesla’s share fell from 17% to 8%. In a market that scales this fast, growth goes to the carmakers with the broadest range.
Single-factor models have one flaw: they don't work

OPERATIONS & PERFORMANCE

28 Sep 2026
Single-factor models have one flaw: they don't work
A second warehouse cuts the delivery line and raises everything else. Why business cases built on one visible cost driver miss the ones that actually decide the outcome.
More oversight was supposed to shrink this cost. It didn't.

OPERATIONS & PERFORMANCE

11 Sep 2026
More oversight was supposed to shrink this cost. It didn't.
Better tracking tools were supposed to fix this. They gave companies visibility – but visibility alone never made anyone cancel a license.
Cumulative profit peaks well before the customer list ends

DECISIONS & RISK

3 Sep 2026
Cumulative profit peaks well before the customer list ends
Revenue is usually spread evenly across a customer base. Profit almost never is – and cutting the unprofitable tail is rarely the fix it looks like.
A flat cost line can hide a rising cost base

BUSINESS MODEL & ECONOMICS

31 Aug 2026
A flat cost line can hide a rising cost base
In 2025, reported unit costs at three US airlines came in flat or lower. Strip out fuel, and costs rose at all three.
High-ticket jobs are not always the most profitable

BUSINESS MODEL & ECONOMICS

30 Jul 2026
High-ticket jobs are not always the most profitable
A high invoice does not always mean a profitable job. For a repair shop, the scarce resource is bay and mechanic time.
The KPIs that create business results are closest to operations

OPERATIONS & PERFORMANCE

22 Jul 2026
The KPIs that create business results are closest to operations
Leadership teams spend most of their time reviewing revenue, margin and EBITDA. Those metrics matter – but they are outcomes, not control levers.
The biggest constraint is rarely the obvious one

DECISIONS & RISK

3 Jul 2026
The biggest constraint is rarely the obvious one
Most companies know where they spend the most money. Far fewer know what actually limits their growth.
Some revenue streams matter more than their size suggests

BUSINESS MODEL & ECONOMICS

11 Jun 2026
Some revenue streams matter more than their size suggests
Most people assume business giants make money from their main product. Often, the real economics sit elsewhere.
The riskier business isn't the one with the thinnest margin

DECISIONS & RISK

31 May 2026
The riskier business isn't the one with the thinnest margin
Low-margin businesses operate without a safety buffer. A small increase in costs – or a minor slowdown in demand – can erase most of their profits.
Drilling efficiency is the one lever operators actually control

OPERATIONS & PERFORMANCE

24 May 2026
Drilling efficiency is the one lever operators actually control
Most factors in hydrocarbon production sit outside operators' control. Drilling efficiency is the one that doesn't.
Why standalone gas profitability is rarely the right question

BUSINESS MODEL & ECONOMICS

15 May 2026
Why standalone gas profitability is rarely the right question
Gas is not always produced as a standalone profit pool – and that changes what “profitable” should even mean here.

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