Tag: thesis
All the articles with the tag "thesis".
Thesis: Xbox is a good business managed badly
Halo, Call of Duty, Bethesda, 200 million users, 3% operating margins. Microsoft has some of the best assets in gaming and runs them worse than anyone else could.
The Alpha and Beta of Everything
Two Greek letters from the dusty corner of finance quietly explain not just investing, but most of a life well lived. Once you learn to see them everywhere, you can't unsee them.
Apple: Winning by Not Losing
Discipline, resilience, and a bet on the people it already has
AI promises don't pay the GPU bills
Why Microsoft's $190 billion AI bet may be the riskiest wager in big tech