Decisions that change the direction of a company
We read moves that alter position, margin, control, and competitive advantage. Not just what a company is doing, but what it is trying to win, defend, or avoid.
What we are watching
Portfolio bets, price wars, infrastructure control, shareholder pressure, and redesigns that change who gets to capture value.
Where it is being decided
Competition, corporate governance, pricing, expansion, vertical integration, and decisions that look tactical until they start redefining a position.
Why it matters
Because strategy is not measured by intention, but by consequences: who gains margin, who loses control, and what hidden costs each move leaves behind.
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Strategy
The Dilemma Every Leader Avoids Answering About Themselves
Sixty percent of HR directors say that a lack of emotional intelligence is the top barrier to becoming a CEO. The uncomfortable question is not what to develop first, but why so many leaders prefer not to answer it.
Simón Arce7 minLatest articles
Gucci Falls Twice as Much as Expected, Kering Faces Financial Strain
Kering's first-quarter 2026 results reveal a struggling conglomerate as Gucci’s profitability declines and the new CEO races against time.
Shareholder Activism Does Not Destroy Value, It Redistributes It
Shareholder activism reached historic highs in 2025, reshaping corporate dynamics and prompting crucial questions about value distribution.
Gap Launches Mentorship Program, Calls It a Strategy
Gap Inc. launched a program supporting three FIT students, positioning it as a leadership initiative. In an industry losing 30% of its junior creative talent annually.
Lidl and Iceland Paid the Price for Ignoring the New Digital Regulator
The first two penalties under the new UK advertising regulations reveal a failure in the food retail industry's marketing logic.
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VodafoneThree Merges Stores While Betting £11 Billion on a Single Direction
The merger of Vodafone and Three in the UK isn't about retail consolidation; it's a stark display of sacrificing current structure to fund a decade-long infrastructure gamble.
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Shareholder Activism Does Not Destroy Value, It Redistributes It
Shareholder activism reached historic highs in 2025, reshaping corporate dynamics and prompting crucial questions about value distribution.
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Gap Launches Mentorship Program, Calls It a Strategy
Gap Inc. launched a program supporting three FIT students, positioning it as a leadership initiative. In an industry losing 30% of its junior creative talent annually.
91
The Blockade of the Strait of Hormuz Destroys the Ecosystem Washington Needs to Win
Trump's blockade of the planet's most strategic oil passage was presented as economic pressure, but the fallout extends beyond Tehran.
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Waymo Arrives in London and Exposes the True Test of Autonomous Leadership
As Waymo parks its Jaguar I-Paces in London's streets, it tests whether an organization built on promises in San Francisco can sustain them in a radically different environment.
Chevron Backs Venezuelan Heavy Oil as Competitors Watch from Afar
Chevron's asset exchange with PDVSA isn't just a tactical move; it's a strategic play decades in the making. The question isn’t if Venezuela will work, but if Chevron has chosen the right moment.
Dow Chooses Next CEO from Within, and That Says It All
Karen Carter has been with Dow for 32 years and will take over as CEO in July 2026. The question is whether the company is designed to build its future while executing its present.
VodafoneThree Merges Stores While Betting £11 Billion on a Single Direction
The merger of Vodafone and Three in the UK isn't about retail consolidation; it's a stark display of sacrificing current structure to fund a decade-long infrastructure gamble.
AI Agents on Payroll: The Hidden Cost of Poor Governance for Your Digital Employees
Companies are deploying AI agents at startup speed but with 90s-era governance structures. 40% of these projects will fail by 2027, and the issue isn’t technological.
Stryker Purchases Its Way to a Vascular Future with Another Acquisition
Stryker has announced its second vascular acquisition in 14 months. The question is not if the technology works, but if a $130 billion corporation can incubate unapproved innovations.
Ignacio Silva7 min
The Blockade of the Strait of Hormuz Destroys the Ecosystem Washington Needs to Win
Trump's blockade of the planet's most strategic oil passage was presented as economic pressure, but the fallout extends beyond Tehran.
Martín Soler7 min
Porsche's Self-Appearance Stripes Reveal What Engineers Overlook
Porsche patented racing stripes that emerge in Sport mode. The technology works, but there's a strategic error behind it.
Andrés Molina7 min
YouTube Raises Prices and Reveals the Only Metric That Matters in Subscriptions
Google has increased YouTube Premium prices by up to four dollars monthly without any public announcement. This move demonstrates a confident reading of its user base.
Tomás Rivera7 min
The Naval Blockade of Hormuz and the Cold Logic Behind a Trillion-Dollar Gamble
Washington is executing a calculated economic pressure doctrine to weaken Tehran’s negotiation power. The operational cost threatens to outweigh the benefits.
Francisco Torres7 min
The Price War in India Predicting the Next Global Consolidation Cycle
Flipkart and Amazon are not just competing with fast delivery startups in India; they are bleeding them until their logistics assets are available at fire sale prices. This pattern has emerged before, supported by the numbers.
Javier Ocaña7 min
Sustainability Strategies Fail Not for Lack of Ambition, But Due to Absence of Ownership
Nearly all major corporations have published climate goals. Few have someone to implement them on Tuesday morning. This gap will be tested by 2026.
Gabriel Paz7 min
Why Two Trillion Dollars Didn’t Buy a Functional Sustainability Strategy
Despite investing over two trillion dollars in green energy by 2025, most companies struggle to demonstrate verifiable results. The issue lies in organizational structure, not budget or ambition.
Martín Soler7 min
Wendy's Bets on Nostalgia Instead of Attracting New Diners
Reviving a beloved burger generates buzz, but not necessarily new demand. Wendy's is playing the right game on the wrong field.
Camila Rojas7 min
New SEC Disclosure Rules Reshape Corporate Boards
The SEC is not just demanding more transparency; it is redesigning the balance of power within corporate boards. Companies treating this as compliance may be making the biggest mistake of the decade.
Francisco Torres7 min
Kendra Scott Appoints CFO Who Took Yeti Public
Hiring the architect of an IPO is not just a financial move; it signals Kendra Scott’s intention to scale beyond its comfort zone.
Ignacio Silva6 min
33 Pounds Less Nitrogen and More Yield: The Math Defying an Industry
When a company demonstrates that reducing inputs increases yields, it’s not just selling an alternative product; it’s rewriting the economic rules.
Camila Rojas6 min
Erayak Doubles Its Stock with $400,000 and an 8,000 Kilometer Tour
A company with a market capitalization of less than five million dollars reinvents itself as a North American energy powerhouse. The numbers behind the hype tell a more intriguing story.
Javier Ocaña7 min
Tesla Loses Chinese Buyers While Factories Keep Operating
Tesla’s wholesale figures in China looked promising until real consumer data revealed a troubling trend that no amount of exports can resolve.
Andrés Molina7 min