13D Global Strategy & Research

13D excels at identifying trends, contagions, innovations, and the events that shape business models and dominate investment returns.
An essential resource for many of the world’s most in uential corporate strategists,  nancial investors and thought leaders, 13D Research provides its clients with a unique and actionable perspective of the world through strategy and research.
We publish two distinct reports each week:
1) WHAT I LEARNED THIS WEEK (WILTW) -- our core publication, distributed Thursday afternoons, typically 30+ pages, covering 10 or so global themes
2) WHAT ARE THE MARKETS TELLING US? (WAT- MTU) -- our Sunday technical analysis piece, using a graphical approach to further explore our core themes through charts

Senior Managing Director

I have been instrumental in driving the growth of 13D’s business for three decades by being actively involved in the identification, development, and analysis of many of the firm’s core global investment themes—primarily focusing on how disruptive technologies are helping provide solutions to economic problems and transforming industries through the “Law of Accelerating Returns” and Joseph Schumpeter’s “Gales of Creative Destruction.”

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