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Sonos: More Than Great Sound
What about the brand?
Jun 7
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Tim Gallagher
2
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Sonos: More Than Great Sound
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What if Upstart is a Good Business?
Mar 16
•
Tim Gallagher
5
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What if Upstart is a Good Business?
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Reflections on Time in the Market
Jan 5
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Tim Gallagher
7
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Reflections on Time in the Market
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Profits Deferred, Investors Deterred
Jan 1
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Tim Gallagher
5
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Profits Deferred, Investors Deterred
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How I Invest
Unconventional Value Philosophy
Apr 6
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Tim Gallagher
2
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How I Invest
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What if Upstart is a Good Business?
Good business model, great management, cyclical market.
Mar 16
•
Tim Gallagher
5
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What if Upstart is a Good Business?
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Obsoletive Audio
A path to consolidation in home audio
Mar 4
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Tim Gallagher
1
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Obsoletive Audio
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Sonos: The Hardware Machine
Who's better at hardware?
Feb 13
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Tim Gallagher
3
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Sonos: The Hardware Machine
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A Look at The Joint
What is The Joint? What are the economics? How large is the opportunity? What prevents competitors from copying its strategy?
Jan 25
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Tim Gallagher
1
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A Look at The Joint
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Chiropractic in Context
Where is the growth opportunity in chiropractic?
Jan 19
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Tim Gallagher
1
2
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Chiropractic in Context
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From Product to Platform in Dentistry
The transition from analog to digital entails a shift in the basis of competition.
Jan 11
•
Tim Gallagher
2
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From Product to Platform in Dentistry
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Unconventional Value
Intermittent investment thoughts
By Tim Gallagher
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