Strategy

Strategy Byte 84 – The Evolution Part 1

How the car industry took shape from 1900 to 1930: technology, markets, business models, regulation and the companies that won. Part 1.

Strategy

Strategy Byte 83 – Automotive Industry - The History

What the mobility industry covers, from carmakers to Tier-1 suppliers, how it evolved and where disruption is coming from.

Strategy

Strategy Byte 82 – Profit Pools Part II

Build a profit pool map step by step: visualise the value chain, construct the industry map and see how economic profit is split across players.

Strategy

Strategy Byte 81 – Profit Pools - Part 1

Where value is captured in an industry. A café example links value creation, pricing and capture, and contrasts profit pools with Five Forces.

Strategy

Strategy Byte 80 – Industry Evolution

Industries move through life-cycle stages. Why the stage matters for investment and strategy, from the pre-competitive to the competitive phase.

Strategy

Strategy Byte 79 – From Value to Numbers

A Chartered Accountant's view on turning strategy into numbers: returns vs cost, company valuation, and Apple's strategy traced through its financials.

Strategy

Strategy Byte 78 – The Other side of Value

The firm's side of the value equation: cost of value creation, willingness to sell, the value chain and how firms capture value.

Strategy

Strategy Byte 77 – Differential Value

The customer sets value. How willingness to pay creates differential value, shown through the laptop market.

Strategy

Strategy Byte 76 – Value

Price, utility or margin? Defining value in strategy from the customer's side, and why perceived and real value diverge.

Finance

Embrace the New – AI

From Excel to AI: how AI augments finance professionals and changes unit economics, drawing on the Secret CFO and Roger Martin.

Strategy

Strategy Byte 75 – Porter's Five Forces

Porter's Five Forces in two layers, business and financial, and how a systems lens shows who captures economic value in an industry.

Strategy

Strategy Byte 74 – Industry Analysis

What separates an industry from a sector, why industry analysis drives where-to-play choices, and how systems thinking frames it.

Strategy

Strategy Byte 73 – The Next Peak

From macro variables to industry analysis: why finance teams need industry context for scenario planning, illustrated with VR headsets.

Strategy

Strategy Byte 72 – IMF WEO Report Analysis

Takeaways from the IMF's April 2026 World Economic Outlook: growth and inflation forecasts, medium-term risks, rare earths and oil disruption.

Strategy

Strategy Byte 71 – Macro Variables & Strategy

How interest rates, inflation, FX and fiscal policy feed into strategic choices, using Roger Martin's definition of strategy.

Strategy

Strategy Byte 70 – The Journey ends - Supply

The law of supply, supply determinants, the supply curve, elasticity and how supply meets demand at market equilibrium.

Strategy

Strategy Byte 69 – The Journey so Far Part IX

The law of demand, demand schedules, shifts in demand and price elasticity, revisited as building blocks for strategy.

Strategy

Strategy Byte 68 – The Journey so far Part VIII

What a market is, what makes it competitive, and how price and demand set up supply-and-demand analysis.

Strategy

Strategy Byte 67 – The Journey so far Part VII

Fiscal policy explained: government revenue and spending, surplus and deficit, why deficits arise and the types of fiscal policy.

Strategy

Strategy Byte 66 – The Journey so Far Part VI

Why inflation drives central bank decisions on interest rates, and what inflation is, revisited for strategy and finance professionals.

Strategy

Strategy Byte 65 – The Journey so Far Part V

Interest rate drivers: supply and demand, and central bank tools from open market operations and reserves to base rates and forward guidance.

Strategy

Strategy Byte 64 – The Journey so Far Part IV

The term structure of interest rates: debt securities, bonds and why the yield curve matters for strategy and finance decisions.

Strategy

Strategy Byte 63 – The Journey so Far Part III

Foreign exchange drivers: interest rates, relative inflation, current account balances, economic growth and competitiveness.

Strategy

Strategy Byte 62 – The Journey so Far Part II

An external analysis framework for strategy: systems thinking, PESTLE, GDP and the balance of payments.

Strategy

Strategy Byte 61 – The Journey so Far - Part 1

Looking back on 60 weeks of Strategy Bytes: the framework, why strategy matters, competitive advantage, customers and the competitive landscape.