🔬 Case Studies

Learn investment analysis through real examples. Each case study applies frameworks to actual companies — showing how I think, what I got right, and what I learned.

⚠️ Educational Content — Not Investment Advice
These case studies reflect my thinking at specific points in time. They are historical analyses for educational purposes only — NOT current recommendations. Markets change; so do companies. Past performance doesn't predict future results.
Software / SaaS

The Customer Service Platform

Analysis: 2021 → Acquired 2022

How switching costs and ecosystem effects create durable competitive advantages in enterprise software — and what happens when activists get involved.

Moat Analysis M&A Outcome SaaS Metrics
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Enterprise AI

The Data Infrastructure Play

Analysis: 2021 → Ongoing

Analyzing moats in enterprise software: government contracts, data network effects, and the difference between hype and durable advantage.

Moat Analysis Government Contracts Unit Economics
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EdTech / Consumer

The Language Learning Compounder

Analysis: 2022 → Ongoing

How gamification and habit formation create retention moats — analyzing recurring revenue quality in consumer subscription businesses.

Subscription Metrics Consumer Behavior Habit Formation
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