The Mission Critical Investor
Ariel SokolPublic-market analysis of education, defense, AI, infrastructure, and companies where failure is not an option.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 27 | Founded | 8 months ago | Last Issue | 7 days ago |
| Active | |||||
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insights.kolariconsulting.comLatest Issues
The October Slowdown was Real, but is it Sustained? Takeaways from Chipotle, Chili's and Wingstop Earnings
There’s an old joke that oddly fits one’s interpretation of Chipotle’s earnings results.
An old man sits on a train and moans loudly. “Oy, I’m thirsty, I’m so thirsty”. This goes on for thirty minutes or so. Passengers avert their eyes. I...
Retail Companies Seeing October Blues? Thoughts Ahead of Earnings This Week
Reggie Jackson wasn’t just given the moniker “Mr. October”. He earned it. Al Bundy may have scored four touchdowns in one game, but that only happened in the world of fiction. As Yankees fans know, Reggie Jackson’s real life exploit include...
Restaurant Spending Has Weakened. Why Has Only Chipotle Stock Fallen?
Chipotle will release its 3Q26 financial results after market close on Wednesday. Yes, all sorts of companies report their results quarterly. Why focus on this one? As the youngest child at a seder might ask, why is this earnings season dif...
Stride (LRN) F1Q27 Earnings Thoughts
TLDR
I’m providing my high-level thoughts on Stride’s Q1 earnings release and conference call. This piece is intended for EdTech industry professionals who want to understand what’s happening with Stride. Observations from a former oper...
How Sophia Learning Could Unbundle Higher Education and Turn Universities Into Finishing Schools
TL;DR
The Washington Post’s investigation into Sophia Learning this past summer introduced a meaningful risk for the company. If universities lost confidence in the academic integrity of Sophia’s courses, the business could have been se...
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