The Archive
The complete index.
Every dossier and field note the publication has produced, newest first — company, public-market, venture, forensic, and transformation dossiers, plus field notes.
Notes on Durable Advantage
Why so much of what looks like a moat is really just momentum.
1 min
Ultraviolette
How premium Indian hardware brands get built.
2 min
Wirecard
The accounting signals everyone ignored.
1 min
Microsoft
Why capital allocation compounds better than revenue growth.
1 min
Finance as a Product
Rethinking the operating system of the modern finance function.
1 min
An Investment Memo, Annotated
What a good private-market memo actually argues.
1 min
Nvidia
How a graphics company became infrastructure.
1 min