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Sequential Advantage

Felipe Bovolon

Practical frameworks on turning genuine strategy + operating model + AI into durable advantage.

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues90Founded6 years agoLast Issue2 months ago
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Latest Issues

A Field Guide to Business Methods


I. The knife nobody hands you

Charlie Munger handed a whole generation the same instruction: build a latticework of mental models. Collect the big ideas from physics, biology, economics, psychology. Hang them on a mental frame. W...

2 months ago
4

The Empty Throne

Illustration by Jeff Brown

The hunt

When I ran the transformation at Casas Bahia, 1,000 stores and 400 initiatives and about R$5 billion riding on 10 months, I spent the first weeks hunting for the one person who could finally say yes....

3 months ago
2

The Wrong Form of Strategy


I. The Boardroom Question

A few months ago, in a boardroom in São Paulo, I once again watched something I have been seeing for twenty years.

The CEO had just finished presenting the strategy. The presentation was excellent. Ambi...

4 months ago
11
3

Good Planning Bad Planning


1. A strategist’s confession

I have spent years inside strategy.

The Strategy Choice Cascade. Activity systems. Where to play, how to win, what capabilities to build, what management systems to install. I have read Porter, Mart...

5 months ago
10
5

Dead Reckoning

Your strategy has a position estimate inside it that you’ve never verified. The market will verify it for you. And the market is not gentle.

Your strategy team just spent six months and seven figures analyzing the answer to the wrong que...

6 months ago
3
1

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  • Felipe Bovolon

    Strategist | Executive | Consultant | Director @Accenture | IESE MBA | ITA Engineer

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