Weekly Essays

The Mechanics of Product Businesses

Long-form essays on manufacturing, supply chains, capital allocation, and ownership — written by someone still building.

No motivation. Just what holds up in practice.

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8 min

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3 articles published

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Why Vertical Integration Accelerates Capital Compounding

Most discussions of competitive advantage focus on what businesses own—proprietary technology, brand equity, network effects, physical assets. Far less attention is paid to how those assets are organised.

Feb 16, 2026

8 min

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Why Physical Infrastructure Builds Durable Competitive Advantage

Durability in business is shaped less by how quickly revenue grows than by where capital is deployed.

Feb 16, 2026

10 min

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Return on Reinvestment: The Metric That Predicts Business Durability

Most operators obsess over revenue growth. Investors fixate on quarterly earnings. Neither metric reliably predicts whether a business will exist in a decade.

Feb 13, 2026

8 min

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The Mechanics of Product Businesses

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