Just wanted to say that I really enjoy your write-ups, not only from an analytical standpoint but from an educational one as well. The hallmark of being knowledgeable on anything is the ability to boil complex concepts and subjects into easily digestible frameworks, and you do exactly that. For example, connecting the dots when saying "For each margin dollar they produce, they spend 125% in marketing and advertising to obtain it." really brings home the full swath of the analysis on their spend.
This is all to say, thanks for the time and effort--keep it coming.
Just wanted to say that I really enjoy your write-ups, not only from an analytical standpoint but from an educational one as well. The hallmark of being knowledgeable on anything is the ability to boil complex concepts and subjects into easily digestible frameworks, and you do exactly that. For example, connecting the dots when saying "For each margin dollar they produce, they spend 125% in marketing and advertising to obtain it." really brings home the full swath of the analysis on their spend.
This is all to say, thanks for the time and effort--keep it coming.