Investing in Brands
Opportunities for Private Equity to invest in brands & drive value in core markets.
Presentations I've made on strategy, technology, and more.
Opportunities for Private Equity to invest in brands & drive value in core markets.
A hypothetical LBO of Dave & Buster's.
Where Should Stitch Fix Play and How Can It Win?
Strategic analysis and growth recommendations for Peloton.
Exploring how technology is transforming narrative creation and audience engagement in the digital age.
Essays, articles, and blog posts on strategy, technology, and more.
Stitch Fix is in the pole position to disrupt retail e-commerce but must continue to push forward in bold new ways. In this piece, I identify and eval...
How hardware + software results in valuable & differentiated products, sticky customers, and attractive margins, building off of a post by Marco DeMei...
A relook at my Peloton strategy recommendations after considering feedback of "Why are these the strategies that will be most effective in catalyzing,...
Peloton's moat is deep, but not impenetrable. Three big bold bets could help keep Peloton atop the leaderboard for the long run.
Original compositions and music projects.
Software, apps, and coding projects.
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