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
Why Advertisers Bet on Broken Brackets More Than Winners
Mass-market brands are chasing not the fans who predict champions, but the millions who fail, as frustration drives impulsive buying.
Sofía Valenzuela6 minLatest articles
M&S Closes 14 Cafés and Reveals the Real Cost of Focus
Marks & Spencer shuts down 14 of its in-store cafés, sparking mixed reactions that highlight an important strategic shift in the company.
£9 Billion on the Table: When the Cost of Selling Poorly Exceeds Selling Less
The UK's financial regulator has confirmed a massive compensation scheme for millions of misled drivers regarding their auto loans.
When the Franchise Devours the Franchisee
The bankruptcy of the Applebee's operator in Florida is not just a seasonal accident; it's the predictable result of a structure where fixed costs escalate.
Tesla Abandons Iconic Models and Bets Everything on One Card
When a company removes its most iconic products to focus solely on an untested bet, it's revealing how much margin for error it has left.
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When Hiring Consultants Destroys More Value Than They Promise to Create
British universities paid fortunes to management consultancies to compete as businesses. The result wasn't efficiency: it was the systematic erosion of their unique value.
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Rocket Lab Acquires European Laser Technology, Reshapes Revenue Architecture
Germany’s approval of Rocket Lab’s acquisition of Mynaric signals a shift from launch provider to vertical integrator in space infrastructure.
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The Yen at 160: What Every CFO Should Know About Foreign Currency Debt
When the yen surpassed 160 per dollar, Japan triggered alarms about how global companies manage their currency exposure.
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When the Strait of Hormuz Closes, Damages Endure Beyond the Crisis
A temporary closure of the Strait of Hormuz doesn’t lead to a transient crisis; it forces a permanent realignment in global energy and goods movement.
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OpenAI Acquires a Media Company and the Distribution Logic Just Doesn't Add Up
After spending $6.4 billion on consumer hardware, OpenAI now acquires a content company. Before celebrating the 'vision', it's worth auditing who's capturing the value.
When Hiring Consultants Destroys More Value Than They Promise to Create
British universities paid fortunes to management consultancies to compete as businesses. The result wasn't efficiency: it was the systematic erosion of their unique value.
Amazon in Financial Services: A Calculated Expansion Towards Margins
Amazon is reshaping financial services by converting friction points into assets, signifying a strategic shift, not just diversification.
The $300 Bonus That Starbucks Cannot Afford to Fail
Starbucks announces quarterly bonuses of up to $300 for its baristas. Before celebrating, we should ask whether this measure truly solves any underlying issues.
Bed Bath & Beyond Acquires Three Storage Companies and Tests Its Integration Capabilities
Marcus Lemonis announces the purchase of The Container Store, Elfa, and Closet Works as pivotal for Bed Bath & Beyond's growth. The underlying operational architecture will determine if this is genuine expansion or just asset accumulation.
Four Years, Eight Acquisitions, and an Exit: Who Captured Value in Star Waste?
Clairvest tripled Star Waste’s revenues in four years and sold it to Casella Waste Systems. The underlying question remains: where is the value generated for local operators?
Martín Soler7 min
The Agreement Swiss Water Signed with Its Largest Shareholder Reveals Governance Under Pressure
Swiss Water Decaffeinated Coffee Inc. reveals a governance mechanism under scrutiny as it negotiates directly with its largest shareholder.
Ricardo Mendieta7 min
When the Strait of Hormuz Closes, Damages Endure Beyond the Crisis
A temporary closure of the Strait of Hormuz doesn’t lead to a transient crisis; it forces a permanent realignment in global energy and goods movement.
Mateo Vargas7 min
Rocket Lab Acquires European Laser Technology, Reshapes Revenue Architecture
Germany’s approval of Rocket Lab’s acquisition of Mynaric signals a shift from launch provider to vertical integrator in space infrastructure.
Francisco Torres6 min
Panera and the Cost of Ignoring What Customers No Longer Forgive
Panera didn't lose customers due to price hikes; it severed the implicit contract with its clientele. Diagnosing this break is the only way back.
Andrés Molina7 min
One Hundred Billion Dollars and One Unanswered Question
BGO and Bell Partners announce a merger exceeding $100 billion in assets, leaving one critical question about value capture unexplored.
Martín Soler7 min
AIxCrypto Redesigns Its Corporate Identity Without Defining Its Audience
Completing a rebranding, closing $41 million in funding, and announcing three simultaneous layers of infrastructure is not a strategy. It’s a list of intentions.
Ricardo Mendieta6 min
Pinterest and the Silent Collapse of an Advertising Promise
When a platform prides itself on inspiration and ends up in court for concealing a downturn in its advertising revenue, the question is not legal; it is strategic.
Camila Rojas6 min
Uber Acquires Blacklane, Pricing What It Already Knew Worked
Uber validated the premium segment for years without formal acknowledgment. Blacklane confirms a hypothesis the market has already paid for.
Tomás Rivera6 min
Nine Years of Data Ownership and Palantir Holds On Tight
Stellantis has just signed on for another five years with Palantir, revealing more about its strategic choices than just a tech contract.
Mateo Vargas6 min
PayPoint Restructures to Survive: Anatomy of a No-Nonsense Reorganization
When a mature company announces a deep reorganization, the market celebrates 'efficiency'. What is often overlooked is the leadership’s ability to self-reflect and adapt.
Simón Arce7 min
60 Billion Reasons Not to Do Everything
Disney's recent launch of World of Frozen in Paris represents a significant investment prioritizing physical experiences over digital ventures.
Ricardo Mendieta6 min
The Yen at 160: What Every CFO Should Know About Foreign Currency Debt
When the yen surpassed 160 per dollar, Japan triggered alarms about how global companies manage their currency exposure.
Javier Ocaña7 min
Yahoo Bets on AI to Avoid Repeating Its Past Mistakes
Yahoo, a cautionary tale of lost early advantage, turns to AI to relaunch. CEO Jim Lanzone believes it's essential for survival in a competitive landscape.
Francisco Torres6 min