Business Model Mastery
The Antifragile InvestorYour 10-minute daily ritual to outthink the market and build your edge. Go behind the scenes to uncover the mechanisms and strategies behind intrinsic, durable competitive advantages and long-lasting Owner Earnings. Build independent judgment.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 601 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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bizmodelmastery.substack.comLatest Issues
How can an auto-parts retailer earn 20% operating margins selling products its rivals also carry?
This is Business Model Mastery, by The Antifragile Investor. Trusted by 9,000+ investors across 125+ countries.
Your 10-minute daily ritual to outthink the market and build your edge.
Go behind the scenes to uncover how businesses truly o...
Copart earns 35% operating margins. So why did a major insurer leave?
This is Business Model Mastery, by The Antifragile Investor. Trusted by 9,000+ investors across 125+ countries.
Your 10-minute daily ritual to outthink the market and build your edge.
Go behind the scenes to uncover how businesses truly o...
MSCI earns 77% margins from indexes it doesn’t invest in. How durable is its moat?
This is Business Model Mastery, by The Antifragile Investor. Trusted by 9,000+ investors across 125+ countries.
Your 10-minute daily ritual to outthink the market and build your edge.
Go behind the scenes to uncover how businesses truly o...
Hermès earns 41% margins. Why is its Birkin scarcity premium shrinking?
This is Business Model Mastery, by The Antifragile Investor. Trusted by 9,000+ investors across 125+ countries.
Your 10-minute daily ritual to outthink the market and build your edge.
Go behind the scenes to uncover how businesses truly o...
Inside Netflix: 23% of its $12 billion cash flow won’t repeat
This is Business Model Mastery, by The Antifragile Investor. Trusted by 9,000+ investors across 125+ countries.
Your 10-minute daily ritual to outthink the market and build your edge.
Go behind the scenes to uncover how businesses truly o...
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Authors
The writers behind this newsletter.
Private investor (10+ years). Investigating the world’s best business models, durable competitive moats, and the forces shaping their future. Helping investors understand businesses, think independently, and invest with more peace of mind.
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