Mission
To become one of the world's most respected independent business strategy media platforms — helping entrepreneurs, founders, investors and decision-makers understand where tomorrow's value will be created.
Independent Business IntelligenceEst. UK · Africa · Global
Intelligence on wherevalue is hiding.
JM Business Thoughts is an independent business intelligence firm. We analyse misunderstood companies, structural market shifts and applied AI to identify commercial opportunity before it is priced in.
- Business Strategy
- Artificial Intelligence
- Platform Economics
- Behavioural Psychology
- Market Research
- Technology
- Creator Economy
- Circular Economy
01The Firm
We don’t report today’s news.We uncover tomorrow’s value.
JM Business Thoughts exists to understand why companies succeed, fail and reinvent themselves. We study structural shifts, analyse why markets misprice businesses, and identify opportunities before the rest of the market sees them.
Vision
To redefine business media by producing the world's most insightful strategic content on business transformation, AI, future industries and hidden market opportunities.
Ethos
Think Independently. Think Long-Term. Think Systems. Think Bigger. Every industry evolves. Every business model evolves. Every company must evolve.
02Coverage Universe
What we analyse
Fifteen research disciplines, tracked continuously across UK, African and global markets.
- 01Business Strategy
- 02AI
- 03Future Industries
- 04Hidden Opportunities
- 05Retail Reinvention
- 06Platform Businesses
- 07Creator Economy
- 08Africa Innovation
- 09Market Analysis
- 10Investment Thinking
- 11Business Models
- 12Tender Bidding Opportunities
- 13Agriculture & Agri-Tech
- 14Property & Real Assets
- 15Waste & Circular Economy
03Flagship Series
The Hidden AI Operating System Audit Series™
Where AI creates new profit pools — not just productivity. Each audit sizes the value at stake, maps the operating model that captures it, and sequences delivery.
35
Audits Published
03BNew Series
The Infrastructure Layer Series™
Who owns the rails underneath the AI economy — and where nobody has built them yet. Market maps of the vertical AI infrastructure layer across Africa and the UK.
07
Briefs Published
03CNew Series
The Lean Company Series™
How AI collapses the team you need — and where the first one-person, multi-million-pound African company gets built. A three-part brief on the break between headcount and revenue.
02
Parts Published
03DNew Series
The Amplifier™
Can AI make East Africa Africa's next music & events powerhouse? A multi-part institutional audit of production, culture and creativity across Kenya, Tanzania and Uganda — measured country by country, never averaged.
02
Parts Published
04Research Library
Case studies in market mispricing
Long-form institutional studies of businesses the market has misread — with the value at stake made explicit.
21 Studies
Sorted by publication
05Advisory
Work with us directly
The same research discipline behind our published analysis, applied privately to your business. Independent, opinionated and commercially grounded.
Strategic Advisory
From £2,500 / engagement
Board-level clarity on positioning, growth levers and where value is hiding in your business model.
- Market & competitor mapping
- Growth thesis development
- Board-ready strategy memo
Turnaround & Reinvention
From £4,000 / engagement
Diagnostics for declining brands and legacy retailers — what to cut, what to keep, and what to rebuild digitally.
- Unit economics teardown
- Digital repositioning plan
- 90-day execution roadmap
AI & Platform Strategy
From £3,000 / engagement
Where AI and platform economics genuinely create margin — and where they are expensive theatre.
- AI opportunity audit
- Platform & marketplace design
- Build vs. buy assessment
Research & Intelligence
From £1,500 / report
Bespoke, institutional-grade research on a market, competitor or acquisition target — written and presented in our editorial house style.
- Custom market deep dive
- Investment thesis review
- Executive briefing deck
How we engage
01
Discovery Call
A 30-minute conversation to frame the real question behind the brief.
02
Diagnostic
We interrogate the numbers, the market and the model — no generic frameworks.
03
Thesis
A clear, defensible point of view with the trade-offs made explicit.
04
Execution Plan
Sequenced actions, owners and metrics your team can start on Monday.
Have a question worth answering properly?
Tell us the brief. We’ll tell you honestly whether we’re the right people for it.
06Selected Clients
Organisations we have advised
A growing roster of operators across fintech, technology, manufacturing and retail — engaged for strategy, growth and commercial intelligence.
FlexPay
Fintech / BNPL
Anchor Technologies
Technology
Top Tank
Manufacturing
Electromart
Retail
Jiji Uganda
Marketplace / E-commerce
Swangz Avenue
Music & Entertainment
Commissioned by
Programme and government-backed bodies who have engaged JM Business Thoughts for research, market intelligence and advisory delivery.
UK Kenya Tech Hub
Programme Partner
British High Commission Nairobi
Commissioning Body
07Broadcast · Launching 2026
The JM Business Thoughts channel
A filmed extension of our written research: cinematic breakdowns of billion-dollar companies, platform economics, market mispricing and the industries taking shape next — held to the same editorial standard as our published reports.
01
Weekly Episodes
A disciplined weekly release — one company, one thesis, one verdict.
Weekly · 12–18 min
02
Business Breakdowns
How the money actually moves: unit economics, margin structure, cash conversion.
Series · Fortnightly
03
Strategy Deep Dives
Turnarounds, repositioning and the multiplier levers behind re-ratings.
Long form · 25 min+
04
Future Industry Analysis
Where sectors are heading over a five-year horizon, and who is positioned for it.
Monthly outlook
05
AI Insights
Applied AI in operations, pricing and distribution — beyond the narrative.
Briefing · 8–10 min
06
Market Opportunities
Mispricing, overlooked assets and acquisition targets across UK and Africa.
Signal series
Programming slate subject to editorial review · JMBT Broadcast