About

I’m Anton Zitz. I’ve spent my career in investment banking, middle market private equity, corporate development, and consulting. Across all of these, a common thread has been studying how businesses actually work—not the theory of it, but the messy, specific, often counterintuitive reality of how companies create value, allocate capital, and either compound advantages or erode them.

I read a lot of business books. Most of them have a few genuinely powerful ideas buried in 300 pages. These case studies are my attempt to extract those ideas, test them against real company histories, and present them as frameworks you can actually use. They’re organized around recurring concepts I keep seeing across industries and decades: cost structures, capital allocation, scale economies, the margin trap, industry structure evolution, and value creation.

This site is the home for that work. The case studies are the premium, in-depth analyses. The book notes are shorter, free-form observations from my reading. Both are meant to sharpen how you think about business, not just tell you what happened.

You can find me on Twitter. I’d love to hear from you.