Anand N Panicker

Finance

Finance Byte - Week 17 Customer Journey

Table of Contents 1. Recap 2. The KPIs 3. MoviePass 4. The Venn Connection Recap During Week 16, we started our journey exploring customer unit economics. In simple terms, customer unit economics denotes Measuring revenues from a single customer vs. costs of acquiring & maintaining that customer. Then we defined

Strategy

Strategy Byte - Week 56 Automotive Cost & Efficiency Metrics

Table of Contents 1. Recap 2. Cost & Efficiency Metrics 3. Cost to Income Ratio 4. Citations with Links Recap During Week 55, we explored the underlying drivers behind the performance of the automotive sector under : 1. Market characteristics 2. Cost Structure Market Characteristics Each industry has different characteristics in

Self - Reflection

Self Reflection Byte - Gratitude

Thank You!! I normally reserve reflection and gratitude posts for year-end, and I'll still do my annual reflection later. But there's a reason I'm writing this thank you post now. The reason is - Don't push things for later what we can

Finance

Finance Byte - Week 16 Customer Unit Economics

Table of Contents 1. Recap 2. Customer Unit Economics 3. Key Terms 4. Customer Life Cycle Recap During Week 14, we introduced the topic of Unit Economics & defined it in simple terms as below: Unit Economics is about identifying the smallest unit responsible for creating value for a business

Strategy

Strategy Byte - Week 55 Automotive Industry - Market Drivers

Table of Contents 1. Recap 2. Market Characteristics 3. Value Stick 4. Industry Structure 5. Competitive Intensity 6. Capital Investments Recap Last week, we did a long recap of our analysis into automotive industry till date. I feel it's important to have context behind our journey & hence

Strategy

Strategy Byte - Week 54 Industry Profitability

Table of Contents 1. Recap 2. Industry Profitability 3. EBIT / Operating Margin 4. Industry Numbers 5. Historical Perspective 6. Value Chain Breakup Recap From Week 49, we started our exploration of industry analysis with the automotive industry. We started with industry segmentation to understand how the industry is structured. We

Finance

Finance Byte - Week 15 Product-Unit Economics

Table of Contents 1. Recap 2. Product-Based Unit 3. Summary Steps 4. Increase Contribution Margin 5. Systems Recap During Week 14, we introduced the topic of unit economics. What is Unit Economics? Unit Economics describes a specific business model's revenues & costs in relation to an individual unit.

Strategy

Strategy Byte - Week 53 - Competition & Profitability

Table of Contents 1. Recap 2. Porter's Five Forces 3. Industry Profitability 4. Industry Profitability Variations 5. Source Link Recap During Week 52 of Strategy Bytes, we deep dived into the Automotive industry. We started from the top of the Pyramid (inspired from Barbara Minto's Pyramid

Finance

Finance Byte - Week 14 Unit Economics - Intro

Table of Contents 1. Recap 2. Unit Economics 3. Importance of Unit Economics 4. Unit 5. Customer Based Unit 6. Product Based Unit Recap During Week 13, we discussed Breakeven Analysis & defined it as below: Breakeven Point refers to the point at which total revenue & total costs are

Strategy

Strategy Byte - Week 52 Automotive Industry - Lay of the Land

Table of Contents 1. Recap 2. Industry Analysis - Market Size 3. Core Value Chain 4. Ancillary Segments 5. Segment Contribution 6. Core Value Chain - Deep Dive 7. Market Concentration 8. Summary 9. Next Steps 10. Supporting References & Assumptions Recap We started our deep dive into Industry Analysis

Finance

Finance Byte - Week 13 Breakeven Analysis

Table of Contents 1. Recap 2. Start Up Costs 3. Breakeven Analysis Recap During Week 12 of Finance Byte, we discussed Cost structure & behavior. Understanding cost structure along with how it behaves is very important for every business owner to identify how & where they can move the needle

Strategy

Strategy Byte Week 51 - Automotive Industry Analysis - Part II

Table of Contents 1. Recap 2. Value Chain Analysis - Level 2 3. Key Players Recap During Week 49 of Strategy Bytes, we started our journey into industry analysis with the Automobile industry. Why did we start with automobile industry? Because it holds a special place in our hearts -

Finance

Finance Byte - Week 12 Cost Structure & Behavior

Table of Contents 1. Recap 2. Jack's Problem 3. Cost Structure 4. Cost Behavior Recap During Week 11 of Finance Bytes, we discussed Product Mix. Let us recap the salient points discussed : 1. A company might have one product or multiple products which it sells to customers. Our

Self - Reflection

Self Reflection Byte - Treasure Hunt with AI

Table of Contents 1. Introduction 2. X 3. Python 4. Gen AI 5. Bookmark Application 6. To Vibe code or Not? 7. The Long Winded Route 8. My Application Introduction This week post is way off from Finance or Strategy. This is about treasure hunting - with AI. You might

Strategy

Strategy Byte - Week 50 Strategy & Finance

Table of Contents 1. Introduction 2. The Fascination 3. The Inspiration - Playing to Win 4. The Framework 5. The Compass - From Strategy to Finance Introduction It's been 50 posts on Strategy. Thought I will do a slight detour from Industry Analysis to my reflections on the

Finance

Finance Byte - Week 11 Product Mix

Table of Contents 1. Recap 2. Product Mix Contribution Analysis 3. Loss Leaders 4. From Cafe to Apple Recap During Week 10 of Finance Bytes, we discussed contribution. We started with cost behavior by dividing costs into : 1. Variable Costs 2. Fixed Costs Variable costs are costs that change in

Strategy

Strategy Byte - Week 49 Automotive Industry Analysis

Table of Contents 1. Recap 2. Our First Car 3. The Automotive Industry 4. Industry Segmentation 5. Value Chain Analysis - Level 1 6. Value Chain Analysis - Level 2 Recap During week 48, we answered the question - Why Industry Analysis? Why is it required & important as part

Finance

Finance Byte - Week 10 Contribution Analysis

Table of Contents 1. Recap 2. Cost Behavior 3. Contribution 4. Contribution Margin Recap During Week 9 of Finance Bytes, we analyzed performance at gross level or gross performance which means activities resulting in revenue & costs from the core business before considering indirect activities & costs. The net result

Strategy

Strategy Byte - Week 48 Industry Analysis - Why?

Table of Contents 1. Recap 2. Discussion Template 3. Value Chain 4. Why do we care? Recap During week 47 of Strategy Byte, we explored one of Porter's Five Forces - Threat of New Entrants. It means how easy or tough it is for new entrants to set

Finance

Finance Byte - Week 9 Net Profit

Recap During week 8 of Finance Bytes, we explored Gross Performance. It's not enough just to know & report numbers. The key is to identify the drivers behind those numbers & that understanding comes from identifying the key activities underlying any business. We divided activities into : 1. Direct

Finance

Finance Byte - Week 8 Gross Performance

Table of Contents 1. Recap 2. Income Statement Deep Dive 3. Level 1 - Gross Profit Recap Transactions During Week 7 of Finance Byte, we started with the meaning of reporting numbers from First Principles which means everything starts from transactions, Reporting numbers arise from transactions & the net impact

Strategy

Strategy Byte - Week 47 New Entrants

Table of Contents 1. Recap 2. Threat of New Entrants 3. Regulatory 4. Capital Requirements 5. Distribution 6. Brand Loyalty 7. Economies of Scale Recap During Week 46, instead of just discussing the theory behind Five Forces, we emphasized the mindset required to understand & analyze how the five forces

Finance

Finance Byte - Week 7 The Income Statement

Table of Contents 1. Recap 2. Transactions 3. Transactions Listing 4. Transaction Classification 5. Income Statement Recap During week 6, we started with the WHY. Why does Jack need to run a coffee shop? To sell coffee. Why does he need to sell coffee? To earn more revenue. To earn

Blockchain

Blockchain Byte - Week 33 FAT Protocol

Table of Contents 1. Recap 2. Internet Protocol 3. Blockchain Protocol 4. Going Forward Recap During Week 32, we explored layers that make up the Blockchain architecture as below : 1. Layer 0 - Hardware & Networking 2. Layer 1 - Protocol Layer 3. Layer 3 - Transaction Layer 4. Layer

Strategy

Strategy Byte - Week 46 Porter's Five Forces

Table of Contents 1. Recap 2. Mindset for Five Forces 3. Rivalry Among Existing Competitors 4. Supplier Power 5. Buyer Power Recap During Week 45, we introduced Porter's Five Forces using the analogy of a gourmet burger stall at a food festival. But first, the definition The Five