Knowledge Base: Strategy

Judge Capital By Growth Enabled

How You Think of Capital is Wrong

Amazon’s Compounding Cost Reduction Wave

Finding Your Flywheel

TAM Exhaustion

Customers are the assets that count

Golden Zone? Death Zone? Your zone determines your future

The 5 Holy Laws of Models (part 2)

Models are crystal balls (part 1)

Get to Real not Ramen Profitability

StitchFix focuses on good customers

AI’s impact on brand finance

Will AI end the apprenticeship model?

Questions we fear answering

Small But Mighty Cash Flowing

What is a Brand?

Designing Incentives

Product Focus Works

Value to you is the only value

Worth it: Realism v Optimism

Lessons from building a house

Best Customers or New Customers?

Top Tariff Content

Fun

Wharton Boy Learns About Inventory Turns and Cash

Worth it: Jim Tompkins on The New Warehouse

Worth It List

Worth it: John Hutchinson on PostPilot podcast

Culture Matched to Incentives Win

Reducing Cash Flow Ups and Downs

Worth it: Brian Sugar on Margins

Worth it: Ben Perkins’ self rescue

Who can you turn to for advice?

Worth it: Jon Blair Free to Grow podcast

Worth it: Taste Isn’t Enough. You Must Turn It Into Cash

Worth it: reducing COGS & FCF as limiter of growth

It’s not knowing what; it’s knowing how

Unit economics unlock all levers

Planning for Profit

Lessons from Starbucks Turnaround

Putting Price First

Heroes

How many finance & accounting people should you have?

FCF > Exit

Ruthless Prioritization

Understanding High Value Customers Part 2

Understanding High Value Customers Part 1

Defining Brand

Goals define strategy define outcome