Tag: EVCR

Value creators visualization showing a lone aircraft climbing into a dawn sky above a receding patchwork of land.

Opinion

Industry Is Not Destiny: What the Best Value Creators Do Differently

Every few years the roster of top value creators reshuffles. The easy lesson one may take writes itself: pick the right industry at the right

Jay Goth July 7, 2026

value creation visualization showing a financial-district skyline with upward light trails at golden hour in a deep blue-to-amber sky

Opinion

Value Creation Moves to the Front of the Private Equity Thesis

Enterprise value creation has stopped being a back-office afterthought in private equity and become the main event. A new survey from Carpedia International (fifty PE

Jay Goth June 24, 2026

Value creation visualization showing a financial-district skyline with upward light trails at dawn

Opinion

Everyone’s Calling Twilio an AI Story. It’s a Value Creation Story.

The cleanest value creation case study of 2026 isn’t in a textbook, it’s in Twilio’s earnings. Bank of America just added Twilio to a five-stock basket

Jay Goth June 16, 2026

cargo ship at sunset with caption The Hidden Channel: How Supply Chain Networks Actually Create Enterprise Value

Opinion

The Hidden Channel: How Supply Chain Networks Actually Create Enterprise Value

For two decades, executives have been told the same story about enterprise value creation: build a bigger, more connected, more resilient supply chain network and

Jay Goth May 28, 2026

Value creation lens on Harley-Davidson’s turnaround: solitary motorcycle rider on a curving road at blue hour, Redtail hawk soaring above, distant city lights on the horizon — depicting the long arc of structural turnaround analysis

Opinion

A Value Creation Lens on Harley-Davidson’s “Back to the Bricks” Turnaround Plan

Most readers will see Harley-Davidson’s recently announced “Back to the Bricks” plan as a heritage play. Iconic brand. 123 years of motorcycle culture. Milwaukee returning

Jay Goth May 14, 2026