Like Netflix, but for business nerds.

Short addictive breakdowns of weirdly profitable and interesting companies.

Take their tactics. Apply them to your business or career. Scale smarter than your competitors.

A smoking pivot that actually worked

Philip Morris is phasing out cigarettes while keeping its profits on fire. With gross margins near 67% and 41% of sales from smoke-free products, it’s a rare pivot that made the business hotter, not cooler.

Nick Horob

Nov 06, 2025

From beer to bytes: inside this beer giant’s digital moat

What started as a beer distributor now runs one of Latin America’s largest B2B marketplaces through its BEES app. Every retailer order and customer delivery feeds a loop that keeps filling its competitive moat.

Nick Horob

Nov 05, 2025

Dell: From dorm-room startup to AI infrastructure powerhouse

Dell’s transformation from consumer hardware to enterprise AI supplier shows the power of scale and process over hype. But growth comes with a catch: low margins and heavy reliance on chip availability.

Nick Horob

Nov 04, 2025

Selling Air, Printing Cash

How disciplined pricing, logistics, and long-term contracts built a predictable billion-dollar business selling industrial gasses.

Nick Horob

Nov 03, 2025

The Self-Storage Giant That Operates Like a Software Company

Public Storage’s show how process obsession and dynamic pricing system drive compounding profits.

Nick Horob

Nov 02, 2025

The Stock Broker That Has SaaS-Like Margins

And a look at how net interest income became the quiet force behind Interactive Brokers’ record profits.

Nick Horob

Nov 01, 2025

Barrick Mining’s Golden Year: Margin Expansion Meets Political Tension

How one of the world’s largest miners turned operational focus into profits. And why geopolitical risk still keeps them up at night.

Nick Horob

Oct 31, 2025

The Quiet Margin Fixer

How Greenbrier turned a cyclical railcar business into a smarter, higher-margin hybrid by tightening its mix and monetizing every car twice.

Nick Horob

Oct 30, 2025

Their Smart Pricing Pivot Masks an Overhead & Debt Problem

Marti’s driver subscription model flipped its margins, proving that sometimes the best way to monetize a marketplace is to charge the suppliers, not the customers.

Nick Horob