I tweeted a couple of times on how companies across emerging markets demonstrated the following; 1. High positive cash conversion cycles 2. Increasingly lower stock turns 3. Lowering GMROI & 4. In perception, […]
Profit Pool 101 and Google Sells Handset Business to Lenovo
Google Sells Handset Business to Lenovo The Nearly $3 Billion Deal Comes Two Years After Google Bought Motorola for $12.5 Billion http://online.wsj.com/news/articles/SB10001424052702303743604579351163997405806 WHY PROFIT POOLS ARE FUNDAMENTAL TO UNDERSTANDING THE 101S […]
Hacking smallholder supplychains, next commerce disruption
Is “hacking smallholder supplychains, next commerce disruption”? Common sense says yes. The Analytics says where and how to do it. These headlines just confirm it. Big Retail to hyperlocal business models are […]
Mobile phones are the new “Router”!
Why? The economics of services and the commoditization of hardware, connectivity, computing and storage. (From an internal discussion I am presenting). The mobile phone is the new router, connecting devices, services and […]
@ 2014 next cycle of investing in Bell’s Law
Just tweeted this and which presents the opportunity in the next cycle of Bell’s Law for disruption, entrepreneurship and incumbents. Bell’s law of computer classes formulated by Gordon Bell in 1972 Roughly every decade […]
Back to the future and why fundamentals matter.
Just received a call from an executive who reminded me of the a presentation I made in 2011. It was to the executive management team on where their industry was going and […]
Why the next mobile is the Auto-Mobile? Ask NVIDIA, Audi & Google.
Why the next mobile is the Auto-Mobile? Ask NVIDIA, Audi & Google I have been talking to a few folks over the last two years on the next mobile is the auto-mobile […]
Software eats pure hardware companies!
Companies that manufacture pure hardware as a business and that’s their business model are disappearing at the rate of Moore’s Law. From aircrafts to cars and tractors to mobile phone. RAF fighter […]
Why marketplaces are eating industries!
The battle for the mobile internet is being fought “OFFLINE” and the battle is for “Offline Inventory” that connects to “Mobile-Centric Markets”. The API for the next battle is hyperlocal marketplaces where […]
Jack Ma, Alibaba and a must watch Video!
Rarely we get to witness an executive, entrepreneur or executive speak simple and clean and yet provide such deep insights with such clarity. I am putting this video of Jack Ma at […]
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