Apple @ $500B! Fundamental metrics – CCC, Stock Turns & GMROI I just a headline and it does not surprise anyone who follows fundamentals. Compare companies like Apple with negative Cash Conversion […]
Spin-in. Where companies invest with employees who believe in their ideas and who quit with an equity and buyback deal. If anyone knows what Spin-in really means and executes well, its Cisco. […]
80:20 principle of engineering, Why Apple’s products are ‘Designed in California’ but ‘Assembled in China’
When I was around 16 I read Software Engineering by Roger Pressman and over the years have mentored as many people I have worked or interacted with on how this was truly […]
How John Deere & Agri OEMs can disrupt Agriculture? Apple, Google, BlackBerry & Appstores maybe the answer?
How John Deere and Agri OEMs can disrupt Agriculture? Look at Apple, Google and BlackBerry? Hundreds of billions of dollars are ripe for disruption in the agriculture industry and the agri OEMs […]
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 […]
When I made a presentation in Q3 of 2011 to a group of executives from randomly selected tech companies and said this is exactly what you see lies ahead and a few […]