Hundal Earnings
Exploring how businesses create, capture, sustain, and lose economic value through earnings, capital allocation, infrastructure, and corporate finance.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 19 | Founded | 4 months ago | Last Issue | 8 days ago |
| Active | |||||
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hundalearnings.substack.comLatest Issues
Walmart and the Economics of Omnichannel Scale
Economic Engine
Walmart creates value by combining broad assortment, low prices, and convenient access through a dense physical network increasingly integrated with digital commerce. Its scale spreads procurement, logistics, technology,...
NTPC and the Economics of Power System Transition
Economic Engine
NTPC creates value by converting large scale generation capacity into reliable electricity for India’s expanding power system. Its core earnings engine is built around long term power purchase agreements, which provide r...
AMD and the Economics of Compute Platform Expansion
Economic Engine
AMD creates value by designing CPUs, GPUs, and adaptive computing products that improve performance, efficiency, and total cost of ownership across data centers, PCs, gaming, and embedded markets. Its economic position i...
Amazon and the Economics of Ecosystem Reinvestment
Economic Engine
Amazon reduces friction across two large economic systems. Its marketplace lowers the cost of matching buyers and sellers. AWS lowers the cost of computing by replacing fixed infrastructure with usage-based cloud service...
Meta & The Economics of Attention Monetization
Hidden Earnings Engine
Meta is often viewed as a social media company. Its earnings engine is an attention allocation platform that matches advertisers with billions of daily interactions.
Advertising generated approximately US$55 bill...
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Exploring how businesses create, capture, sustain, and lose economic value.
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