Analyzing cycling, skiing, and powersports through the lens of Michael Mauboussin’s competitive advantage framework

Avinox and Amflow may be disrupting the mountain bike industry with implications far beyond anything we’ve seen for decades (or ever)..

What happens when Wall Street and ski culture collides…

With roughly one week left in Q1, it felt like a fitting time to recap what we’ve learned the last few months and shake the magic 8 ball.

A side-quest analysis of snowfall, snowpack, and warmth in the Jackson Hole and Teton Valley

Fox beat low expectations, guided FY26 well below the Street, and quietly confirmed most of the thesis I laid out in December. Let’s unpack what happened, what it means for bike, and the restructuring

How I used NLP, Machine Learning, and a healthy disregard for Google ratings to find Denver’s hidden gems.

Inventories have normalized, but the consumer may be running off a cliff. Why 2026 will be a tale of two economies.

This month marks the one-year anniversary of my journey into “vibe coding.” Looking back, 2025 will undoubtedly be remembered as the year the paradigm shifted with respect to software development, at least for me.

Few sports are as tied to the weather as the ones we do in the mountains in the heart of … More