CEO Games
“Isn’t it about time Hewlett-Packard had a strategy?” In spite of what people often claim about supertankers, they actually turn quite quickly; stopping though is another matter altogether. Hewlett-Packard…
Seeing the Asset Light
"Being in more than one business at a time can be a distraction.” Conrad Hilton once said “you can make a lot of money from a hotel as long…
The Devil’s Most Devilish When Respectable
“Little deals often signal bigger things to come.” The other day I heard a young author saying that book publishers had it all wrong, they spent too much time publishing…
Why Aviva Needs a Different Sort of Boss
“So, how should they go about recruiting a new CEO?” There has been so much discussion recently about the performance and remuneration of CEO’s that I thought that it…
Up On The Farm
Farmers and their suppliers have rarely had it so good, but who will be left holding the baby? The owners of John Deere, the world famous brand of tractors and…
Hang Onto Your Margins!
“Excessive margins always come with a sell-by date.” The mobile industry is an interesting place at the moment. Blessed with license-based market protection, not available even in the wildest dreams…
A Bird In Hand Is A Certainty. But A Bird In The Bush May Sing
“You won’t get a fair price when you have no other option but to sell.” Sports personalities can be a source of a lot of wisdom. Eric Cantona gave us…
Piggy in the Middle
“The same technological changes that have allowed disintermediation of the traditional supply chain have created an industry of intermediation on the demand side.” In economics, disintermediation is the removal of intermediaries in a supply…
Memento Mori
“One market changing technology is bad enough for market leaders, but what would you do if two came along at once?” I’m not sure if you can buy a…
What Business Are You In?
“How thinking more generically can open doors.” Albagaia, a recent start-up, has quickly realised one of the most important value creating steps you can take in any business, particularly when…
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