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About the Podcast

Deliberate Drift
How companies change structurally over time ? and why it's almost never obvious while it's happening.
Deliberate Drift analyzes how companies change structurally over time — not through sudden crises or obvious mistakes, but through slow, deliberate drift.
Some episodes follow companies whose options narrowed gradually: decisions that looked rational while constraints accumulated beneath the surface. Others follow companies whose structural position strengthened over time: decisions that looked ordinary or even wrong while advantages quietly compounded.
In both cases, the analysis focuses on what was building beneath the surface — and why it was almost impossible to see clearly while it was happening.
No dramatic framing. No hindsight conclusions. Just the structural logic of how businesses actually change.
Full written analysis at deliberatedrift.com

About your host

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Dawn Porthouse

Dawn Porthouse is a writer, analyst, and entrepreneur with an MBA, a Master of Public Administration, and an Enrolled Agent designation — the highest credential awarded by the IRS, authorizing unlimited practice rights in tax law and business financial matters.
She has also built and run her own businesses — which informs how she reads the decisions other companies made.

She created Deliberate Drift to explore something most business analysis overlooks — not the moment a company failed, but the sequence of rational decisions that made failure the only remaining option.

Her work asks a simple question: what were they thinking at the time, and why did it make sense?

Dawn is a full-time RVer whose preference for simplicity and structure carries directly into her work — clear thinking, restrained conclusions, and analysis that follows the evidence rather than the narrative.