Introducing Margin Mayhem

Q. What is Margin Mayhem?

Margin Mayhem is my attempt to identify present and future sources of margin for a business or industry. Each essay will also delve into what can push forward or hold back the company/ industry.

Q. Why does Margin Mayhem exist?

I love to write and build businesses and this sits neatly at the intersection of helping me understand public and private businesses, and their margin profiles.

Q. How often can I expect this?

I aim to publish once a week about businesses/ industries that intrigue me. I can write more regularly than once a fortnight.

Q. Is this investment advice?

Nothing that I write in this newsletter is investment advice. It is purely for entertainment purposes. I may be directly or indirectly invested in the companies/ industries that I write about.