Written Companions & Decision Guides
Profitable but broke: why a good year can end in a cash crisis
The lesson from a fictional manufacturer: your profit, your unpaid invoices and your Friday payroll run on different clocks.
Four clocks behind an AI data centre
Oracle’s infrastructure story offers a practical way to separate a signed order, a finished asset, an earned sale and money in the bank.
Why a fast AI chip can still be waiting
Micron’s memory business reveals a lesson beyond technology: a small constraint can determine the value of a very expensive system.
Nice margin. Where did the profit go?
Nike’s quarterly puzzle explains why a bigger percentage can leave fewer dollars to pay the rest of the bills.
Nvidia gets paid. What does the customer need to earn?
Follow an AI investment from an exciting machine to the less glamorous questions of paid use, operating costs and cash payback.
Who makes money from your McDonald’s meal?
One receipt connects several businesses. Separate the restaurant’s till from the corporation’s fees before deciding who earns what.
Can discounts save growth and hurt profit?
The Lululemon story turns a tempting sale sticker into a practical test of incremental demand, inventory and contribution.
How Amazon gets paid when you shop elsewhere
The logo on the checkout is only the beginning. Follow the parcel, the service fees and the cash—and discover a useful test for your own business.
Does your Costco membership pay for the cheap prices?
Separate the retailer’s profit from your household’s savings, then test whether the membership bargain works on both sides.