I was recently asked a question by my mentor saying, “there’s a lot of hype on what AI/ML/Deep learning can do and will do. I have two simple questions. What are these […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 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. […]
Traditional markets across from finance and banking to home ownership and mobility worth hundreds of billions of dollars are up for grabs from incumbents.Why? For the time in thousands of years trust […]
It’s clear. “Behavior is the new weather channel”! On the 12th of this month I tweeted based on a model I developed based on Behavioral Economics and the Scarcity-Abundance DNA model that […]
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