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Archive
A masterclass in asset monetization (and its limits)
Acadian Timber had a huge year selling carbon credits, then a year with almost none. That contrast is the perfect reminder to build your business around recurring cash and treat optional revenue as upside only. The full report walks through the numbers and the strategy shift.
A real-world blueprint for a rock-solid manufacturing business
Espey has built sticky customer relationships inside a tough defense niche, but can that hold as more of the industry shifts toward privatized contractors like Anduril. This report breaks down the strengths and the risks. A useful blueprint for any operator studying durable manufacturing.
Here's how this gaming company has engineered profit in a "losing" industry
Sports betting looks random on the surface, but Flutter turns randomness into predictable revenue. Their pricing engines and parlay builders do the heavy lifting. This is a masterclass in making a low loyalty industry work through design, not luck.
Negative 29% gross margin: the EV maker that lost money on every bus
Lion Electric raised half a billion in its SPAC debut and still couldn’t produce profits. The company’s journey from media darling to insolvency is a brutal but valuable roadmap of what not to do when scaling a capital-heavy startup.
This company changed my mind about For-Profit Education
I’ve always thought for-profit schools were mostly predatory, trapping students in debt and while government dollars (at least the schools that tried to replace more traditional programs). Vitru doesn’t live off student loans or inflated promises. It’s a Brazilian operator that wins by keeping tuition cheap, retention high, and operations tight.
