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Private equity

Private equity

Private equity

Nov 23, 20251 min read

Lately, I’ve been spending time with my father.

Lately, I’ve been spending time with my father.

Lately, I’ve been spending time with my father.

Nov 23, 20251 min read

Strategy Fails Because People Stop Believing They’re Part of It

Strategy Fails Because People Stop Believing They’re Part of It

Strategy Fails Because People Stop Believing They’re Part of It

Nov 23, 20251 min read

Boards Don’t Need Fireworks. They Need Focus.

Boards Don’t Need Fireworks. They Need Focus.

Boards Don’t Need Fireworks. They Need Focus.

Nov 23, 20251 min read

From Comfort to Crisis: Adaptability Is the Only Real Safety Net

From Comfort to Crisis: Adaptability Is the Only Real Safety Net

From Comfort to Crisis: Adaptability Is the Only Real Safety Net

Nov 23, 20251 min read

The Lost Art of Working Together

The Lost Art of Working Together

The Lost Art of Working Together

Nov 23, 20251 min read

Every strategy deck should have one uncomfortable slide

Every strategy deck should have one uncomfortable slide

Every strategy deck should have one uncomfortable slide

Sep 29, 20251 min read

Again and again, I find myself re-reading The Almanack of Naval Ravikant.

Again and again, I find myself re-reading The Almanack of Naval Ravikant.

Again and again, I find myself re-reading The Almanack of Naval Ravikant.

Sep 13, 20251 min read

When Boards Manage, No One Leads.

Sep 10, 20251 min read

If Everyone’s Focused on the Exit, Who’s Steering the Ship?

If Everyone’s Focused on the Exit, Who’s Steering the Ship?

If Everyone’s Focused on the Exit, Who’s Steering the Ship?

Sep 10, 20251 min read

Two CDMOs. Two playbooks.

Two CDMOs. Two playbooks.

Two CDMOs. Two playbooks.

Aug 22, 20251 min read

Monopolies claim competition. Commodities claim uniqueness. Welcome to strategy.

Monopolies claim competition. Commodities claim uniqueness. Welcome to strategy.

Monopolies claim competition. Commodities claim uniqueness. Welcome to strategy.

Aug 22, 20251 min read

Europe: India pharma’s hedge…

Europe: India pharma’s hedge…

Europe: India pharma’s hedge…

Aug 19, 20251 min read

Quality isn’t compliance. It’s strategy.

Quality isn’t compliance. It’s strategy.

Quality isn’t compliance. It’s strategy.

Aug 18, 20251 min read

Forget Last Year. Start With Zero.

Forget Last Year. Start With Zero.

Forget Last Year. Start With Zero.

Aug 18, 20251 min read

When FX Becomes Another Layer in the Pharma Valuation Puzzle

Aug 15, 20251 min read

Great companies don’t have sacred cows.

Aug 14, 20251 min read

The €5 Billion Risk Hiding in Plain Sight for Generics Companies

The €5 Billion Risk Hiding in Plain Sight for Generics Companies

The €5 Billion Risk Hiding in Plain Sight for Generics Companies

Aug 13, 20251 min read

When Private Equity Gets Stuck in Pharma

Aug 12, 20251 min read

Regular people win by not losing

Aug 12, 20251 min read

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