In June 2011 I made a presentation to a CEO of a global company in Asia on the state of the the coming change of ecosystems and how some leaders would collapse […]
Company valuation, stock prices, portfolio asset allocation, ROE and BlackBerry?
gerardrego
Interdisciplinarian | Homo-Heuristicus| Behavioural { Decision Sciences, Design & Computing} | Evolutionary Computing | Venture Catalyst |
Why the electric car never left the golf course from the 1950s, Indian PCO telephone business model key?
I am tempted to just update the opportunity for disruption around the profit pool and business model for the automotive industry, around electric vehicles. Before we start we need to understand “Why […]
Business Models 101, the real competitive advantage of business and shareholder value!
I have been a long proponent of business models and why by just looking at the core of a business, you see the Profit Pool (http://www.bain.com/publications/articles/how-to-map-your-industrys-profit-pool.aspx) and the business model and you get […]
What the Fed did and this morning’s market behavior, all modeled prior, here!
Analytics is connecting the disconnected – How my framework over the last weeks demonstrated what the Fed would do and my tweets yesterday modeled what’s markets, especially emerging would do in the […]
Will auto OEMs become power utilities or power utilities buy insurance and finance companies?
Will auto OEMs become power utilities or power utilities buy insurance and finance companies?.
Will auto OEMs become power utilities or power utilities buy insurance and finance companies?
I decided to write this with so much “Big Data”, i.e. noise around electric vehicle disruption, TESLA, BMW, autonomous vehicles, etc. With all the news around Tesla, GM, BMW, Audi, et al […]
On valuations. Why fundamentals matter? Tesla is only one example of Irrational Exuberance.
I put out a simple analysis days ago on why companies like Tesla have valuations that don’t follow fundamentals and why many are in the same boat.Aswath Damodaran has the same view […]
Mapping patterns. Can you look at fashion & design in the 70s and see what’s next?
Can you map the patterns and what we are going through now and what is to come? Copy of The 1970’s Fashion http://prezi.com/ozoj5vozb6gq/copy-of-the-1970s-fashion/ American Cultural History 1970 – 1979 http://kclibrary.lonestar.edu/decade70.html […]
Connecting the seemingly disconnected. This the power of analytics, not big data!
What happens when you connect the seemingly disconnected into patterns that connect? Then you have the ability to look at what most people, companies or communities see but don’t see or […]
Consumerization of the “Aerospace & Defense” industry will dominate this era of business
I would put my capital into the folks from the US, European and Israel’s defense communities to create then next great wealth creators and they know what their mission is. After all, […]
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