Media

Fox vs Snail

With the impacts of COVID-19 rippling through financial markets, it looks like Foxes (strong growth and profit) do fare better in downturns than Snails. The median decline for our Snails...

2020-04-24T13:38:31+00:00April 22nd, 2020|Insights|

Tortoise vs. Hare

When we first published our Rule of 50 piece in 2017, we had a lot of people ask us if Growth and EBITDA Margin were equally valuable in the R-Score equation. “R-Score” is our shorthand for Rule of 50...

2020-04-20T19:35:33+00:00January 31st, 2020|Insights|

Theory of the Firm

In August I wrote about how the nature of work is changing. Firms exist when transaction costs between actors are too high to be efficiently directed by market forces. The gig economy has reset transaction...

2020-03-26T20:23:01+00:00November 25th, 2019|Insights|

Gig Economy

The nature of work is changing rapidly. Everyone by now has heard the term “gig economy,” but few understand what it really means. The contract between people, and between firms is changing...

2019-11-25T00:10:30+00:00August 20th, 2019|Insights|