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Mike allen

Investor and board-level advisor in automotive, mobility, and SaaS. I write about judgement, capital allocation, technology shifts, and building durable businesses—drawing on experience and latest trends.

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Issues149Foundeda year agoLast Issue4 days ago
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Latest Issues

CarMax’s Next Chapter Starts Behind the Showroom

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Its November strategy update offers a useful lesson for automotive retail: the customer experience depends on what happens long before the handover.

Reading CarMax’s November strategic update, the det...

4 days ago
2

The SaaS Shift Is About Value Capture

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The latest funding figures look dramatic. Strip out two extraordinary AI raises and a different story emerges: capital is still flowing, but investors are asking which parts of the software stack will...

6 days ago
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Weekend Musings: Back Home, Catching Up

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We are back from a half-term week in Portugal with the family. Some sunshine, some golf and a welcome change of pace.

Catching up with the weekend papers has left me with a mixture of reactions. There...

7 days ago
2

Great Company, Wrong Price?

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Aswath Damodaran values Anthropic at roughly $1.5 trillion. The number matters less than what has to go right to just...

10 days ago
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Different Era. Same Books. Better Questions.

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A half-term break in Portugal with the family feels like a good opportunity to return to some books I first read three or four years ago.

Among them are Autonomy, The Lean Startup, The 4 Disciplines o...

11 days ago
5

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  • Mike allen

    Investor and board-level advisor in automotive, mobility, and SaaS. I write about judgement, capital allocation, technology shifts, and building durable businesses—drawing on experience and latest trends.

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