Wall Street Oasis

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On December 10, 2015, Wall Street Oasis commented on How Empire Created Its Empire :

This an incredible article. Thank you for sharing some perspective on how the screenwriting industry works, particularly in the context of a show I’m starting to watch more of. I previously thought that content creation for a TV series consisted of one to two writers who dominated the writing and brainstorming of ideas. The operational model adopted by Empire lends itself to more creativity as there is a diversity of ages and perspectives providing input to the creative process. However, I question whether the operational model is sustainable. Will there be too many perspectives provided such that the story becomes convoluted? Is there a risk that there is internal competition is created due to way ideas are shared?

On December 10, 2015, Wall Street Oasis commented on The Lean, Mean, Amazon Machine :

This is incredible work. I’m a huge fan of Amazon and think they’re one of the most innovative companies in the world. Amazon has managed to consistently improve the operations of its core delivery business while delving further into other business (e.g. Amazon Web Services, GoodReads) and delivering value to shareholders. This company has changed the retail industry completely and challenged the way the investment community should think about technology companies. However, despite the incredible success the company has I question the sustainability of its business model. Can a company continue to invest in operations and fulfillment, have single digit profit margins, and still be an attractive company to shareholders? Is there a way to lower the cost of fulfillment to improve profitability? Is the success of the company’s operations hiding a flawed business model?

On December 10, 2015, Wall Street Oasis commented on Some Go to Church, Others Go to SoulCycle :

This is a great article. I’m not an avid Soul Cyclists but I did find myself going a decent amount before coming to HBS. The cost can become prohibitive but the culture and community around Soul Cycle have made it a core part of people’s fitness. The questions you raised at the end of your article are very important when thinking about the business and I’d like to raise a few others. Will this business remain sustainable as more Soul Cycle replicas enter the market? Is this a fad (e.g Tae Bo) or is this a sustainable fitness trend? Is there a way for Soul Cycle to differentiate itself via its operating and/or business model to increase its competitive advantage?