I write this update after a while because my quant model based on fundamentals and #PredictablyIrrational behaviours has analytics to prove the contrary on investing, where over 99% of fund managers continue […]
#PredictablyIrrational Investors!!!
Why I’ve said Apple all along and Warren Buffet agrees with $18B!
Over the years I’ve presented why APPL was a terrific company to invest in using a model called a profit pool analysis. Upstream IP (Design) Midstream (outsourced to China) Downstream (Business model […]
Box scale is the new Big (1 Trillion times)!
Every company that was built around supplychain scale. How much MOQ & EOQ do we need to create economies of scale. How many trucks. How many pallets. This created a $700B logistics […]
Your resume was worth $26 Billion!
Did you ever realize that your resume was worth $26 Billion? It was when Microsoft acquired LinkedIn. So how much did you and me make from this sale? Nothing I presume? Well […]
Aggregators will be eCommerce 2.0 & the new black
eCommerce 1.0 was all about “Price Discovery” that was accelerated with the adoption of mobile devices and all the laws of physics accelerating computing, storage and networks. Billions of dollars of gap […]
Design thinking – Will banks will become marketplaces like Amazon or Alibaba?
Ever since the collapse of “too big to fail” banks and institutions that were at one time thought of not possible to live without, have new ideas emerged. Will new business models […]
Trust a behavior & measure of commerce & GDP
Trust is the inventory, the stock turn is how many times trust converts into social or economic transactions and the Cash Conversion Cycle is measured in days for that trust to convert. […]
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