Articles & Posts
This section will over time contain all our substance-oriented articles and posts on LinkedIn. Medium, and elsewhere.
Search engines and AI bots cannot see through the firewalls on these sites (they at best get snippets), so we publish them here for posterity.
Recent
The Strategy Tic-Tac-Toe Method: Decomposing Corporate Performance Based on a Strategy Grid
Strategy Tic-Tac-Toe is a method explicitly rooted i economic theory that shows how value is a function of three strategic levers: Growth, productivity, and risk. All applied at country, company, and business unit levels.
PoluSim Performance Metrics: Cost–Time–Accuracy
Our PoluSim forecasting solution is widely appreciated by customers around the world. A key reason is that we optimize it around three enterprise performance metrics.
South Africa Economic Sentiment Analysis Using AI
This article shows how we perform semantic analysis of qualitative reports using automated parsing, scoring and weighting, leveraging a custom-trained AI model.
2025 in Review
As we approach the holidays, here’s a review of the past year. We made excellent progress across the board.
Global Retreat in Punta Cana 2025
The Tellusant Global Retreat is held in Punta Cana, Dominican Republic, this year. We have four days of work and relaxation at the ultra-luxury Live Aqua resort.
The Triple-A Method for Market Sizing
The Addressable – Available – Actual market sizing method provides a logical way to understand not only current market size, but also the latent market opportunities.
The Palmer Penguins and their Role in Business article
Penguins are an unlikely influence on management science, but this dataset has had a profound impact on emerging business practices.
The Emerging Significance of the Nordic-Baltic Eight
The NB8 region is tightly integrated economically and politically and has a GDP almost at Italy’s size.
The Horns of the Dilemma #2
Trade-offs between predictive, explanatory, and understandable models in statistical analysis.
Past
America’s Largest Enterprises in 2024
Tellusant’s second official America’s Largest Enterprises Ranking (ALERT) is out. It ranks the largest U.S. companies by value added (VA) — economist’s preferred way to measure size — and a better method than ranking by revenue like Fortune does.
Greenhouse Gas Productivity
Climate change is the problem of the century. How do countries differ in their ability to manage the greenhouse gases (GHG) that cause it?
The PoluSim Universe
Our PoluSim solution has expanded majorly since the launch in 2022. It now covers five applications within forecasting.
The Low Productivity of MBB
There is a sad state of affairs at the large management consulting firms—MBB. Not the quality of deliverables. The lack of productivity is the issue.
Sveriges exportmöjligheter i ett besvärligt handelsklimat
Hur ska ett exportberoende land som Sverige agera för att bibehålla och öka sin export? Artikeln ger ett djupt analytiskt perspektiv.
Elasticity Math
Why do we use logarithms when calculating elasticities? Here is the answer.
Tellusant at the Forefront of the AI Revolution
Tellusant has always been at the forefront of the AI revolution. It was the intent behind founding the company and abandoning management consulting.
The Future Is Math
The future of companies is math. They should have Chief Math Officers (CμO). Yet few CEOs outside tech now anything about math.
South Africa ICT Opportunities
There is a strong trend among global companies toward understanding markets at subnational levels.
Creating Robust Long-Term Forecasts
This short document describes how sophisticated and careful our long-term predictive models are and allows readers to glean under the hood.
FMCG Demand Drivers
We are often asked what levers can be pulled to stimulate demand. Is there a systematic taxonomy that can always can be used? Yes.
The Horns of the Dilemma #1
Trade-offs between generality, precision, and realism in strategy development.
Five Insights on Strategic Predictions
This pamphlet gives non-math CEOs and others a way to probe the reasoning behind predictions based on 15 topics.