Perspectives

The Consultant’s Dilemma: What AI Actually Does to Accenture ($ACN)

There is a line in Accenture’s FY2025 annual report that I keep returning to.

Apr 12 • Omar Gebaly

Why Nike ($NKE) Won't Make It Into the Bearhold Universe

There is a question I ask about every business before anything else: can I tell, with reasonable confidence, how this company will look in five years?

Apr 5 • Omar Gebaly

Two Ecosystems, One Wall

What happens to robotics technology when the world’s two largest players stop competing against each other

Mar 29 • Omar Gebaly

Adobe ($ADBE): The Compounding Machine Meets the "AI Fog"

A Deep Dive into Moat Erosion, Unit Economics, and why Price is not the same as Value.

Mar 26 • Omar Gebaly

The auto parts store that's been compounding quietly for 33 years

In 1957, Charles O’Reilly opened a single auto parts store in Springfield, Missouri.

Mar 23 • Omar Gebaly

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