Dual class shares are a great way for a company to keep the vision of the business and execute in the best interest of all stakeholders. Look at some of the best […]
Yesterday the Tweet was, ” watch elections in India and behavioral finance in stocks and markets, common globally. Then look at 2014.” Now watch the shorting across the board and then watch […]
450m smallholder farmers and a $450 Billion market! It’s all mobile, sensors, analytics and marketplaces.
After spending over five years in the agriculture cropcycle space building business models on the ground and understand the smallholder challenges to fair depth which has been a great learning. There are […]
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 […]
Last evening I watched this news on Bloomberg TV on Pinterest. This is really where the core lies. The search for Business Models and Profit Pools and where the real value capture […]
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 […]
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 […]