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Sonos: More Than Great Sound
What about the brand?
 • 
Tim Gallagher
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What if Upstart is a Good Business?
 • Tim Gallagher
Reflections on Time in the Market
 • Tim Gallagher
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Profits Deferred, Investors Deterred
 • Tim Gallagher
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How I Invest
Unconventional Value Philosophy
 • 
Tim Gallagher
What if Upstart is a Good Business?
Good business model, great management, cyclical market.
 • 
Tim Gallagher
Obsoletive Audio
A path to consolidation in home audio
 • 
Tim Gallagher
Sonos: The Hardware Machine
Who's better at hardware?
 • 
Tim Gallagher
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?
 • 
Tim Gallagher
Chiropractic in Context
Where is the growth opportunity in chiropractic?
 • 
Tim Gallagher
2
From Product to Platform in Dentistry
The transition from analog to digital entails a shift in the basis of competition.
 • 
Tim Gallagher
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