Strategy

Strategy Byte Week 80 - Industry Evolution

Table of Contents 1. Recap 2. Industry Evolution 3. Pre-competitive 4. Competitive Recap During Week 79, we tried to translate value to quantifiable numbers. What difference does it make if we cannot quantify the impact of strategic choices a company made? Is it actually delivering value & doing so

Strategy

Strategy Byte Week 79 - From Value to Numbers

Table of Contents 1. Value 2. Numbers 3. Returns vs. Cost 4. Company Valuation 5. Apple - Strategy to Numbers Value When I wrote Week 77 & Week 78 of Strategy Byte on value from the perspective of a customer & that of a firm, I was wondering isn't

Strategy

Strategy Byte - Week 78 The Other side of Value

Table of Contents 1. Recap 2. Value - The Firm Equation 3. Cost of Value Creation 4. Willingness to Sell 5. Value Chain 6. Value Capture Recap During Week 76 & Week 77, we explored value from the perspective of a customer. What does value look like to a customer? The

Strategy

Strategy Byte - Week 77 Differential Value

Table of Contents 1. Recap 2. Willingness to Pay (WTP) 3. Laptop Wars Recap During Week 76, we started exploring the concept of "Value" by asking - What is value or what comes to our mind when we think of the word "Value" - Is it the price

Strategy

Strategy Byte - Week 76 Value

Table of Contents 1. Recap 2. What is Value? 3. Customer Perspective 4. Perception vs. Value Recap During Week 75, we explored Porter's Five forces which is the foundational framework in strategy from Michael E Porter - Porter's Five Forces is a framework for understanding the competitive

Finance

Embrace the New - AI

Table of Contents 1. Finance Super Power 2. Excel & Software 3. Artificial Intelligence (AI) 4. AI as a personal augmentation tool 5. AI changing unit economics 6. Embracing the New Finance Superpower This week, we take a break from Strategy. This post was idea inspired by Secret CFO'

Strategy

Strategy Byte - Week 75 Porter's Five Forces

Table of Contents 1. Recap 2. Porter's Five Forces 3. Five Forces & Systems Thinking Recap During Week 74, we discussed the definition of Industry - An industry refers to a specific group of companies that operate in a similar business sphere & have similar business activities. Companies in

Strategy

Strategy Byte - Week 74 Industry Analysis

Table of Contents 1. Recap 2. Industry 3. Sector 4. Industry Analysis 5. Systems Thinking Recap During Week 73, we started our journey to understand industry analysis by answering the WHY - WHY do we do industry analysis? 1. The first & most important reason being that a company exists in

Strategy

Strategy Byte - Week 73 - The Next Peak

Table of Contents 1. The Next Peak 2. The VR Headset 3. Industry Analysis - Why do we care? 4. Industry Analysis - Relevant The Next Peak During Week 72, we completed our revisit of macro economic variables which is something that we, as finance professionals need to keep an eye on

Strategy

Strategy Byte - Week 72 - IMF WEO Report Analysis

Table of Contents 1. Introduction 2. Before the War 3. Impact of War - Global Growth Forecast 4. Impact of War - Inflation Forecast 5. Medium Term Outlook 6. Risks to Outlook 7. Rare Earths & Oil Disruption I was about to move forward to the next phase of our Strategy Journey

Strategy

Strategy Byte - Week 71 Macro Variables & Strategy

Table of Contents 1. Strategy Link 2. Macro Economic Variables 3. Moving Forward Strategy Link Over the last couple of weeks, we discussed several macro-economic variables. Now why did we do that? And what has that to do with strategy? Roger L Martin's latest definition of strategy

Strategy

Strategy Byte - Week 70 The Journey ends - Supply

Table of Contents 1. Recap 2. Supply 3. Law of Supply 4. Supply Determinants 5. Supply Curve / Supply Schedule 6. Change in Supply 7. Elasticity / Inelasticity of Supply 8. Market Equilibrium Recap Last week, we revisited the topic of Demand by defining the Law of Demand as: Other things remaining

Strategy

Strategy Byte - Week 69 The Journey so Far Part IX

Table of Contents 1. Recap 2. Law of Demand 3. Demand Schedule 4. Change in Demand 5. Elasticity / Inelasticity of Demand 6. Understanding Demand Recap We continue our journey to understand strategy by looking back & reviewing our steps which will help us gain perspective on the subject & also

Strategy

Strategy Byte - Week 68 The Journey so far Part VIII

Table of Contents 1. Recap 2. Market 3. Competitive Market 4. Price 5. Demand Recap We continue our journey to understand strategy by looking back & reviewing our steps which will help us gain perspective on the subject & also guide us moving forward. Last week, we discussed Fiscal Policy

Strategy

Strategy Byte - Week 67 The Journey so far Part VII

Table of Contents 1. Fiscal Policy 2. Government Revenue 3. Government Expenditure 4. Fiscal Surplus / Fiscal Deficit 5. Reasons for Government Deficit 6. Types of Fiscal Policy We continue our journey to understand strategy by looking back & reviewing our steps which will help us gain perspective on the subject

Strategy

Strategy Byte - Week 66 The Journey so Far Part VI

We continue our journey to understand strategy by looking back & reviewing our steps which will help us gain perspective on the subject & also guide us moving forward. Last week we reviewed the drivers of interest rate which are : 1. Supply & Demand 2. Central Banks through 1. Open

Strategy

Strategy Byte - Week 65 The Journey so Far Part V

Table of Contents 1. Recap 2. Interest Rate Drivers 3. Supply & Demand 4. Central Banks - OMO 5. Central Banks - Reserve Requirements 6. Central Banks - Discount Window 7. Central Banks - Set Base Rates 8. Central Banks - Forward Guidance Recap We continue our journey to understand strategy by looking back &

Strategy

Strategy Byte - Week 64 The Journey so Far Part IV

Table of Contents 1. Term Structure / Yield Curve 2. Debt Security 3. Bonds 4. Yield Curve Relevance We continue our journey to understand strategy by looking back & reviewing our steps which will help us to gain perspective on the subject & also guide us moving forward. Last week we

Strategy

Strategy Byte - Week 63 The Journey so Far Part III

Table of Contents 1. Foreign Exchange 2. Interest Rates - Forex Driver 3. Relative Inflation Rates 4. Current Account Balances in BoP 5. Economic Growth Rate & Competitiveness 6. Interest Rates We continue our journey to understand strategy by looking back & reviewing our steps which will help us to gain

Strategy

Strategy Byte - Week 62 The Journey so Far Part II

Table of Contents 1. External Analysis Framework 2. Systems Thinking 3. P.E.S.T.L.E 4. Gross Domestic Product (GDP) 5. Balance of Payments (BoP) We continue our journey to understand strategy by looking back & reviewing our steps which will help us to gain perspective on the

Strategy

Strategy Byte - Week 61 The Journey so Far - Part 1

Table of Contents 1. The Journey 2. The Why 3. Competitive Advantage 4. Customers 5. Competitive Landscape Recap The Journey We started our journey to understand strategy together with a framework based on patterns I made out from books, podcasts or articles I consumed. I grouped these concepts under : 1.

Self - Reflection

Thank you 2025, Hello 2026

Table of Contents 1. Reflection time 2. Mission Driven Life 3. Understanding Yourself 4. What we do is probability 5. Time Alone 6. Attention Deficit Reflection Time As we break for the holiday season, let us take a few moments to remember the year that passed. Years pass by &

Finance

Finance Byte - Week 21 Netflix Grand Finale

Table of Contents 1. Recap 2. The Underlying Drivers 3. The Fork 4. Fork 1 - Customer Side 5. Fork 2 - Cost Side 6. Impact on Financials Recap During Week 20, we analyzed the streaming business model followed by Netflix. With a strong customer base from it's DVD era

Strategy

Strategy Byte - Week 60 Horizon of Uncertainty

Table of Contents 1. Recap 2. The Horizon of Uncertainty 3. Exploit vs Explore 4. Turn to the Future 5. Customer Impact 6. References Recap During Week 59, we discussed the third point in our framework (in bold) : 1. What are the current trends in the industry & it'

Finance

Finance Byte - Week 20 Netflix Episode 3

Table of Contents 1. Recap 2. Business Drivers - DVD Sales 3. Business Model - Streaming 4. Unit Economics - Streaming 5. References Recap During Week 19, we introduced the business model of Netflix during it's DVD sales era. We defined "Business Model" as a high level plan for