Chris is always teaching
Making business and wealth creation basics accessible to all.
Clear thinking on business, leadership, management, wealth creation and current events. Get on Chris' list to access the latest articles, videos and podcasts — plus his full library of work. New pieces monthly.
Business Models Jul 13, 2026
The SaaS-pocalypse and Salesforce
Read on Substack ↗All insights
▾
▾
- Jul 13, 2026 The SaaS-pocalypse and Salesforce Business Models ↗
- Jun 26, 2026 Value Equation: Episode 3 — How Returns Work The Value Equation ↗
- May 29, 2026 Panning for Gold Wealth & Investing ↗
- May 15, 2026 Business Value Creation Business Models ↗
- Apr 28, 2026 On Tariffs and Government Business Model Interference Current Events ↗
- Mar 27, 2026 Episode 1 — How Companies Build Real Wealth The Value Equation ↗
- Mar 22, 2026 My Lesson from Warren Buffett on Known Knowns Wealth & Investing ↗
- Jan 6, 2026 On Character and Business Leadership ↗
- Dec 8, 2025 Essentials They Don’t Teach in Business School Career ↗
- Oct 16, 2025 The Tried and True Path to Multimillionairedom Wealth & Investing ↗
No articles in this category yet.
Public-company write-ups.
Chris on Seeking Alpha ↗Forensic Value Equation deep dives into businesses you know — plus years of net lease and REIT analysis — published on Seeking Alpha.
- Jul 27, 2026 American Express: A Strong Business Model That Delivers - A Value Equation Forensic Deep Dive ↗
- Jul 10, 2026 Salesforce: A Strong Business Model That Delivers - A Value Equation Forensic Deep Dive ↗
- Jun 30, 2026 Adobe: A Strong Business Model That Delivers - A Value Equation Deep Dive ↗
- Jun 26, 2026 Panning For Gold ↗
- Jul 31, 2024 A Must-Read Net Lease Masterclass For REIT Investors ↗
- May 3, 2024 Private REITs 101 Revisited: Do You Invest In BREIT Or A Diverse Public REIT Portfolio? ↗
- Jul 28, 2023 Net Lease REITs In A New Era ↗
- Mar 30, 2023 Walmart: A Value Equation Forensic Analysis - Taking The Long View ↗
- Feb 10, 2023 Apple: A Value Equation Forensic Analysis - Taking The Long View ↗
- Jan 5, 2023 Forensic Amazon Analysis: A Value Equation Approach ↗
- Nov 10, 2022 Kohl's: Anatomy Of A Lifecycle And The Path Forward ↗
- Aug 23, 2022 Private Vs. Public REITs 101 ↗
- Jul 15, 2022 Dear Kohl's: A Lesson In Value Creation Or Value Destruction? ↗
- May 27, 2022 Net Lease REITs: The Ultimate Sleep Well At Night Business Model ↗
- Mar 26, 2022 Show Me The (REIT) Model ↗
- Feb 26, 2021 STORE Capital Annual CEO Letter: 'A Class Of Our Own' ↗
- Aug 31, 2020 A Case For STORE ↗
- Jul 8, 2020 Overcoming Net Lease Real Estate Investing Bias ↗
- Mar 18, 2020 STORE March 17, 2020 CEO Letter ↗
- Feb 24, 2020 STORE 2020 Annual CEO Letter ↗
Insights from Chris
Get on Chris’ list.
New writing on business models, wealth creation, and the Value Equation — delivered straight to your inbox. No noise, just clear thinking.
Delivered by Substack — free, unsubscribe any time. Prefer to talk? Get in touch ↗