How one of the world’s largest miners turned operational focus into profits. And why geopolitical risk still keeps them up at night.
How Greenbrier turned a cyclical railcar business into a smarter, higher-margin hybrid by tightening its mix and monetizing every car twice.
Marti’s driver subscription model flipped its margins, proving that sometimes the best way to monetize a marketplace is to charge the suppliers, not the customers.
How a decentralized roll-up turned electricians and fabricators into a high-margin machine.
The offshore drilling giant Transocean proves that owning scarce assets can be a moat, f you manage the debt and cyclicality that comes with them.
Gogoro’s battery-swapping network turns scooters into subscriptions. But hardware drag and capital costs threaten their ride.
As automakers flirt with vision-only autonomy, Hesai is doubling down on cost, reliability, and staying essential.
Consistent drops, predictable seasons, and brand gravity turned a hits business into a subscription machine.
Inside Vala’s Pumpkin Patch, a 400-acre seasonal powerhouse where family tradition meets serious reinvestment and execution.
The standby generator king wants a seat at the data-center table. But can backup power become a front-line business?
A look inside how one Greek ship owner profits (and struggles) with the world’s most volatile index.
How a “boring” packaging firm built a $15B cash machine. I also share some information on a new software product I'm building called Nerd Out.
