Insights
Ideas worth acting on by Monday.
Long-form essays from the field, each built on one of Daniel's talks: crossing the border, Strategic Entropy™, margin, risk and leadership.
With videoStrategic Entropy™ · 6 min readWhy Thomas Cook Collapsed After 178 Years of SuccessThomas Cook had a famous brand, millions of customers and a business that still made money. What killed it was a model nobody would question.
Strategic Entropy™ · 17 min readWhy Profitable Companies DieThe deadliest threat to a well-run business doesn't show up on the balance sheet until it's too late to fix. Here's how boards can measure it first.
With videoLeadership · 6 min readBlockbuster and the Quiet Window to Reinvent Your BusinessBlockbuster was offered Netflix for $50 million, then nearly beat it years later. What closed its window, and how to tell if yours is still open.
With videoU.S. Market Entry · 6 min readEntering the U.S. Market Is a Corporate TransplantMost companies plan a U.S. launch like a sales campaign. It is closer to surgery, and the market rejects whatever was not prepared to live there.
With videoU.S. Market Entry · 5 min readWhy the Nostalgia Market Won't Scale Your U.S. BusinessSelling to people who miss home is a fine way to land in the United States and a poor way to grow there. The scalable buyer is the American mainstream.
With videoGrowth & Margin · 5 min readWhy 10x Is Easier Than 2x and What You Have to CutDoubling usually means doing more of the same. A 10x goal rules that out. A practical reading of Dan Sullivan's idea for owners who work hard and don't grow.
With videoU.S. Market Entry · 5 min readNearshoring Is Not the Same as Selling in the U.S.A plant in Mexico puts you a day's drive from American customers. It does not make you their supplier. What the border doesn't give you, and how to build it.
With videoOperations & Risk · 6 min readThe Hidden Cost of Insecurity for Companies in MexicoCrime costs Mexican companies far more than what gets stolen. What the official data shows, where the cost hides, and six moves that put you back in control.
With videoCapital & Macro · 6 min readWhat U.S. Debt Headlines Mean for Your BusinessU.S. debt has passed $40 trillion. What that changes for a company's cost of capital, credit and planning, what it doesn't, and how to prepare calmly.
With videoGrowth & Margin · 6 min readWhy Selling More Can Hurt Your Company, and How to Sell WellRevenue can rise while margin, cash and control fall. How to find the sales that make a company stronger, and what to do about the ones that don't.
With videoStrategic Entropy™ · 6 min readWhy Successful Companies Fail While the Numbers Look GoodYour best year can be your most dangerous one. How success hardens into a blind spot, and five questions to ask while the numbers still look good.
In the pipeline
- Local scars: the unwritten rules of the American marketDestino USA · Coming soon
- Visibility is not influenceCapital & introductions · Coming soon
- AI doesn't replace leadership. It tests it.AI governance · Coming soon
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