Self-Reflection

Thank you 2025, Hello 2026

Year-end reflections: a mission-driven life, understanding yourself, thinking in probabilities, time alone and the cost of distraction.

Finance

Finance Byte 21 – Netflix Grand Finale

The drivers behind streaming economics: the customer-side and cost-side forks, and their impact on Netflix's financials.

Strategy

Strategy Byte 60 – Horizon of Uncertainty

How carmakers balance exploiting today's business with exploring the future, and what disruption means for customers.

Finance

Finance Byte 20 – Netflix Episode 3

Netflix's shift from DVD sales to streaming: the business drivers, the streaming business model and its unit economics.

Strategy

Strategy Byte 59 – The Crystal Ball - Part 2

How profit pools in the automotive industry are shifting as new trends reshape where carmakers and suppliers make money.

Finance

Finance Byte 19 – Netflix Episode 2

Netflix's DVD-era business model mapped on the Business Model Canvas: value proposition, pricing and cost levers.

Strategy

Strategy Byte 58 – The Crystal Ball - Part 1

A framework for reading where the car industry is heading: current trends, challenges and the disruptions reshaping it.

Finance

Finance Byte 18 – Netflix Episode 1

Starting a Netflix case study on unit economics: why customer lifetime value matters and a brief history of the company.

Strategy

Strategy Byte 57 – Efficiency Metrics

Asset turnover, inventory turnover and capacity utilisation in the car industry, with OEM efficiency benchmarks.

Finance

Finance Byte 17 – Customer Journey

Key customer KPIs, CAC, ARPU and lifetime value, and the lessons from MoviePass for customer unit economics.

Strategy

Strategy Byte 56 – Automotive Cost & Efficiency Metrics

Cost and efficiency metrics for the automotive sector, with the cost-to-income ratio as the benchmark.

Self-Reflection

Self Reflection Byte – Gratitude

A thank-you note to Strategy Bytes subscribers, and why gratitude shouldn't wait for year-end.

Finance

Finance Byte 16 – Customer Unit Economics

Customer-based unit economics: the key terms and how revenue and cost behave across the customer life cycle.

Strategy

Strategy Byte 55 – Automotive Industry - Market Drivers

What drives automotive performance: market characteristics, the value stick, industry structure, competitive intensity and capital investment.

Strategy

Strategy Byte 54 – Industry Profitability

Is the car industry profitable? EBIT margins across the automotive value chain, industry numbers and a historical view.

Finance

Finance Byte 15 – Product-Unit Economics

Product-based unit economics step by step: contribution per unit and the levers that raise contribution margin.

Strategy

Strategy Byte 53 – Competition & Profitability

Linking Porter's Five Forces to industry profitability, and why profitability varies so widely across the automotive value chain.

Finance

Finance Byte 14 – Unit Economics - Intro

What unit economics is, why it matters, and how to pick the right unit: customer-based or product-based.

Strategy

Strategy Byte 52 – Automotive Industry - Lay of the Land

Sizing the USD 3.4 trillion automotive industry: the core value chain, ancillary segments, segment contribution and market concentration.

Finance

Finance Byte 13 – Breakeven Analysis

How to find your breakeven point: start-up costs, fixed costs and contribution margin per unit, with a small-business example.

Strategy

Strategy Byte 51 – Automotive Industry Analysis - Part II

A second-level value chain analysis of the automotive industry and the key players at each stage.

Finance

Finance Byte 12 – Cost Structure & Behavior

How a café owner's cost structure and cost behaviour shape pricing, product mix and profitability.

Self-Reflection

Self Reflection Byte – Treasure Hunt with AI

A detour from finance: using Python and generative AI to build a bookmark app for X, and whether to vibe code.

Strategy

Strategy Byte 50 – Strategy & Finance

Fifty posts in: a Chartered Accountant's reflections on strategy, the Playing to Win framework, and a compass from strategy to finance.

Finance

Finance Byte 11 – Product Mix

Contribution analysis across a product mix, why loss leaders exist, and the same logic from a café to Apple.