The thinking we'd normally bill for — teardowns, field notes, and long reads on the brands shaping hospitality, F&B, and lifestyle across Southeast Asia. Sourced, opinionated, and free to read. Every piece ends with what we'd actually do about it.
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The island has too many mid-market gyms with cold plunges and not enough genuinely premium clubs. The opportunity is real; the obvious version of it is the trap.
Read the piece →Different questions need different lengths. Each format has one job, and each one ends in a recommendation — not just a diagnosis.
A named brand, strategy, or category, taken apart with numbers — why it works or breaks, and what the players should do about it. The sharpest, most opinionated format.
One observation, sharply made, with one thing to do about it. Timely and small — a single signal worth acting on before it's obvious to everyone.
A thesis with depth that ends in a playbook. Cross-market precedent, the full economics, and a concrete recommendation for the people who build and sell in the category.
Newest first. No archive theatre — when there's something worth your time, it lands here.
The mid-market is saturated; the genuinely premium tier is barely built. Where the real opportunity sits, what kills these businesses, and what an investor should do.
Five resort markets ran this cycle before Bali. The price stops following the brand and starts following the operator — here's what developers should build now.
The Library is new. New teardowns, field notes, and long reads land here as we finish them — no schedule, no filler, only when there's a piece worth your attention. Want to know when the next one drops? The form below.
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