Focusing on the Right Things
A Formula Most Businesses Are Missing There is a pattern in businesses that build lasting market value not just revenue, but real enterprise value, assets, and equity that…
Duolingo’s Disconnect: Why the Market is Wrong
Wall Street often struggles with companies that choose long-term dominance over short-term quarterly "beats." Currently, Duolingo is the poster child for this disconnect. Despite…
The Shingle Shift: QXO’s Roofing Rollup
How QXO is Rewriting the Roofing Rollup Playbook The roofing industry, long characterized by regional "mom-and-pop" shops and manual workflows, is undergoing a massive…
Interest Rates are Likely to Fall
Are we in a recession? Not by the usual definitions. Then why would interest rates fall? Long-term, interest rates below inflation is not a good thing. The current administration…