DigitalValueInvesting

Authoritative insights for the modern investor. Where code meets capital.

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Recent analysis and insights on value investing in the digital age.

How Economics Dictates Strategy

Why does Tesla obsess over gigafactories? How does Zoom scale rapidly while keeping costs low? And why can’t Campbell Soup endlessly cut costs? The answer lies in one universal truth: economics drives strategy—shaping growth, competition, and innovation across industries.

Dec 4, 2024
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Earn Your Cauliflower Ears

Too often, startups focus on scalability before proving their product is wanted. The right time to scale comes after demand is validated.

Oct 29, 2024
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AI Strategy for Venture Capital Investors

AI is reshaping industries, not just enhancing but transforming business models. As AI integration deepens from Point to System Solutions, strategic navigation through emerging data and technology landscapes becomes crucial for sustaining competitive advantages.

Apr 24, 2024
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