Hundal Earnings
Exploring how businesses create, capture, sustain, and lose economic value through hidden earnings engines, competitive dynamics, and structural business economics.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 16 | Founded | 4 months ago | Last Issue | 9 days ago |
| Active | |||||
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hundalearnings.substack.comLatest Issues
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...
FICO & the Economics of Standardized Trust
Hidden Earnings Engine
FICO is widely viewed as a company that sells credit scores. In reality, its earnings depend far less on producing a numerical score than on providing a standardized framework for allocating credit. The score is s...
CME Group Is Not Selling Futures
Hidden Earnings Engine
CME Group is widely viewed as a derivatives exchange where participants trade futures and options contracts. That description is accurate, but incomplete. The contracts themselves are not the company’s primary sou...
Copart and the Economics of Salvage Market Coordination
Hidden Earnings Engine
Most investors view Copart as an online vehicle auction company. That description explains what the company does, but not where it earns its economic returns.
Copart does not manufacture vehicles, insure them, re...
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Exploring how businesses create, capture, sustain, and lose economic value.
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