Global Doughmination: Breaking Down Domino's Pizza
From nearly bankrupt to a $15B pizza powerhouse, Domino's 65-year journey is full of strategic brilliance.
In 2009, they admitted their pizza tasted like "cardboard" then completely reinvented themselves as a tech-forward logistics machine. Now in 90+ markets with 21,500 stores, they've mastered the franchise model, vertical supply chain, and delivery innovation.
Job Growth has Slowed Sharply; The Question is Why
The US job market is shifting dramatically, with 3-month average gains plummeting to just 35,000. But is it weaker demand or shifts in immigration policy driving this slowdown?
ASML: The most innovative company in the world will 2.5x its EPS by 2030
ASML holds a 90% market share in semiconductor lithography systems. The critical technology enabling your smartphone, AI, and electric vehicles. Their EPS is projected to grow 2.5x by 2030, outperforming both tech and semiconductor indexes.
The World is Flat
“Much has been said about globalization, but perhaps no one has said it worse than Thomas Friedman.”