About
Leo Zhou
Overviews of how industries work: who the players are, where the profits sit, and what could change.
This site collects my research notes on different industries.
Each note is an overview: how the industry is structured, who the main players are, where profits are made along the value chain, and what to watch next. Notes list their sources and the date their data refers to, so you can check the numbers yourself.
These are personal research notes. Views are my own.