Thesis

• Vertical data analytics and SaaS businesses routinely produce “winner take most” outcomes, leading to unusual growth, stickiness, and scaling margins for the leaders.
• Horizontal data analytic methods will produce superior growth and profitability only if they are truly disruptive.
• Content advantage via proprietary data should be an evergreen goal.
• An “A” leadership team will often turn a “C” business into an “A” business; the inverse is also true.