Research

Quantitative analysis, frameworks, and deep dives on competitive strategy, value creation, and AI adoption. All analysis is grounded in public data, primarily SEC filings, market feeds, and reported financials.

Tools

Essays & Deep Dives

 

Labor Tightness and Operating Margins, Sector by Sector

A descriptive look at how BLS JOLTS labor tightness co-moves with sector-median operating margins from 2022 to 2025. Patterns differ sharply across the seven sectors in our equity panel.
macro
research
value-creation

We measure the co-movement between a BLS JOLTS-based labor tightness index and operating margins across seven sectors. Healthcare shows a strongly negative correlation; the other six show positive correlations driven by shared cyclical exposure in this post-COVID window. The piece is descriptive, not causal. The sample is small and statistical inference is not reported.

May 13, 2026
 

The Pricing Power Map

Which company characteristics predict margin resilience when revenue growth slows? An XGBoost + SHAP analysis of 238 company-year observations.
competitive-strategy
research

We isolated the component of operating margin change not explained by revenue dynamics and used SHAP to rank the entry characteristics most associated with margin defense. The lever ranking shifts dramatically by sector.

Apr 7, 2026
 

The Margin Expansion Playbook

What actually predicts operating margin improvement? A machine learning analysis of 140 companies over six years.
value-creation
research

We trained an XGBoost model on 355 company-year observations and used SHAP to rank the entry characteristics that most reliably predict forward operating margin improvement. The top levers shift dramatically by sector.

Mar 25, 2026
 

The AI-Powered PE Operating Playbook

A practical framework for deploying AI to create value in portfolio companies
value-creation
strategy
AI
private-equity

How private equity operating teams can systematically use AI to accelerate margin expansion, pricing optimization, and go-to-market execution across portfolio companies.

Mar 20, 2026
 

Introducing Market Comps

Daily comparable-company analysis for every publicly traded Fortune 100 name
tools
valuation
market-comps
ai-adoption-intelligence

Market Comps is our first standing analytical tool: valuation multiples, operating metrics, revenue forecasts, and AI-generated sector commentary for 100+ companies across seven sectors, refreshed every trading day.

Mar 1, 2026

What Fortune 100 Companies Actually Say About AI

A sentiment analysis of artificial intelligence language in the latest 10-K filings of America’s largest public companies
AI
sentiment-analysis
SEC-filings
strategy
ai-adoption-intelligence

We analyzed the most recent 10-K filings of the Fortune 100 to measure how large companies discuss AI. The result: nearly all of them mention it, but most frame it as a risk – not an opportunity.

Feb 24, 2026
 

The End of Intuition-Led Strategy

Why the strategist’s core toolkit is shifting from intuition and spreadsheets to models and data infrastructure
strategy
AI
capital-allocation
value-creation
competitive-strategy

A foundational essay on why strategy is moving from gut-driven to model-informed, and how AI and data science are becoming the primary instruments for capital allocation, operating decisions, and competitive analysis.

Feb 23, 2026
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