Podcast.
2 reads 中文

The world is too loud. Read what matters.

Modern MBA

Case studies of why companies fail, clean on financials and business models

Deep reads here2 / 15 episodes
Cadence~1 every 14.0 days
Latest2026-09-20
TopicsInvesting & Business
PriorityT2
38:58
Modern MBA 0920

Buffets Weren't Eaten to Death — They Were Hollowed Out by the Supermarket Deli

The 1980s buffet ran on cheap food, cheap land, cheap labor and stagnant wages. When all four inputs got more expensive, what actually killed it was the supermarket deli counter eating the low-price market with zero customer-acquisition cost.

9 Points 7 Quotes RestaurantsConsumer
45:11
Modern MBA 0830

Elite Universities Are a Cartel: They Sell Status, Not Education

America's elite universities are not charitable educational institutions but a cartel that maintains its brand by freezing enrollment, running alumni donations, and absorbing federal research grants; they sell status, not education.

8 Points 7 Quotes University FinanceEndowments