Insights
Notes on strategy, technology, markets, and the discipline of building companies.
Strategy·2026-05-22
Why the Group runs companies rather than simply owning them.
Technology·2026-04-10
The case for systems that are correct by construction.
Markets·2026-03-02
An underserved lane, antiquated brokerage, and the case for digitising first.
Capital·2026-01-28
Holding an idea at the study stage until the case is unambiguous.