S-1
TaikhoomAn art gallery of business strategy - past, present, and most importantly, the future.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | a year ago | Last Issue | 12 days ago |
| Active | |||||
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Trust Is The Moat
How do I invest?
I am writing this more for myself than for anything else. I believe it is important to have a clear idea of what my ideas are, simply for reference and record.
I invest over many decades.
This works for me because of...
Ride-sharing & Delivery Consolidation
Uber -
Always fun to think about Uber’s long-term prospects. When a company's market starts to mature, m&a can be a double-edged sword, either increasing this growth or hurting it. Uber has such an opportunity.
Uber should acquire struggl...
M&A, Crown Jewels, NBC
The greatest acquisition ever, which nobody seems to discuss, perhaps because of the oddness of the unrelated markets, or because it has been more than four decades. Though I think the story is interesting and useful for m&a and business mo...
The Middle Market, Focus Verticals, Consolidation
The middle market in strategy is a dead end. Why? Because it tends to be a graveyard of companies with the ability to generate profits but not have great margins, and they tend to die out over time, either through low-end disruption or high...
The failure of Disney +, Monetizing Content In Unique Ways.
Disney + & Movie Studios
Media is a messy industry, yet the incumbents are going strong in their own ways. The state of the industry is pretty much summed up in the sloppy graphic. Apparently Disney + should have ended Netflix, but by lice...
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