Business Analysis
How to evaluate business models: the consumer's edge, supply chains, moats, and first principles thinking.
The Consumer's Edge
Using personal experience as a customer as a research input for evaluating business quality.
Supply Chain Following
Tracing products back through their supply chains to find related quality businesses worth evaluating.
Alignment of Interests
When a company's business model structurally prevents conflicts with its customers, creating durable trust.
Irreplaceability
When a company is genuinely the only one that can do what it does, creating the deepest form of competitive advantage.
Vertical Integration
Controlling multiple layers of the value chain to achieve optimization and resilience that outsourced competitors cannot match.
Platform Effects
Self-reinforcing cycles that make ecosystems nearly impossible to displace once established.
First Principles Thinking
Decomposing problems down to basic physical and economic constraints, then reasoning upward to find solutions others miss.