Unseen Billions™
Forensic brand autopsies for consumer brands. I track the structural leaks costing you millions before they show up in your P&L.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 36 | Founded | 5 months ago | Last Issue | 6 days ago |
| Active | |||||
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unseenbillions.substack.comLatest Issues
Porsche’s Profits Are Back. Its Plan for China, Software and the Next Generation Isn’t.
Three months ago, I made eight calls about Porsche. Last week, Porsche answered. Here's my report card, starting with what I got wrong.
Most people who make predictions hope you forget them.
16.3 Billion to $21.5 Million: The Boardroom Decisions That Emptied Bed Bath & Beyond.
Why would anyone drive 30 minutes to a furniture store?
Think about it. You’d spend money on gas and an hour of your day, just to buy a $20 towel. You can get the same towel on Amazon tomorrow without leaving your couch. Or you can scroll...
Adidas, Peloton, Nike, Saks: How Four Weak Boards Destroyed $284 Billion
Monthly Report No. 1 · September 2026. Four companies. Four boardrooms. One question: who had the power to say no?
On January 14, 2026, Saks Global filed for bankruptcy.
Netflix Said No to Its Own Shareholders, Made the Guy They Rejected the Boss of the Board, and Still Paid Two Executives $229 Million
I am angry about Netflix, and I want to tell you why.
You’ve probably felt some of this yourself. Shows get cancelled fast. The price keeps going up. Stay away from your own Wi-Fi too long, and Netflix can flag your account and block your...
Lululemon’s $2 Billion Leak. The Board’s Deadline Is October 1.
Four months ago I told you what to watch. Here’s everything that happened while we waited, and every call I got right and wrong.
On May 23, I published my Lululemon Brand Autopsy. It was the story of how a brand people used to save up for...
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Why do billion-dollar brands fail? I investigate the decisions, people, and patterns hiding behind the headlines. Forensic brand autopsies, insider stories, CEO tracking, and weekly investigations into what happens before the collapse.
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