Where Are We With SaaS Valuations in 2026?
The SaaS premium didn’t disappear overnight. It began to erode when inevitability stopped being priced as certainty.
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Reading the Signals, Not the Script: A View on McKinsey Future of Automotive Retail
A Future Beyond Brick and Mortar- disruptive change ahead in automotive retail by McKinsey is well-researched and directionally sound.
What I Learned at NADA: Moats, Metal and the Myth of AI Doom
A week at NADA is usually enough to kill a few assumptions and sharpen a few others. This year's overwhelming takeaway wasn’t about the death of dealerships, EVs or the US market - it was about defensibility.
Q4 Earnings Season Kicks Off: What the Latest Trends Tell Us – and Why the UK Is on a Different Path
As the US Q4 earnings season kicks off, listed dealer groups are once again setting the tone for global automotive retail. The early read-across is familiar: revenues remain resilient, margins continue to normalise, and capital discipline is firmly back in focus.
UK Economy Deep Dive: "One More Cut" - Then What?
This week's blog is shaped around Pantheon Macroeconomics' UK Webinar (22 Jan 2026) - full credit to their team for one of the clearest, most evidence-based reads of the UK macro backdrop I've seen in a while.
Venture in 2025: Funding Is “Back”... But Only If You’re Building the Winners
Venture capital didn’t recover in 2025. It split in two. One-half got $100M rounds, soaring valuations, and an infinite runway. The other half got ghosted.