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AI's CapEx Driven Endgame - A Shareholder Crash, Not an Economic Crisis

AI's CapEx Driven Endgame - A Shareholder Crash, Not an Economic Crisis Ian Harnett (Chief Investment Advisor of Absolute Strategy Rese...

Monday, February 21, 2022

Where is the growth ?

 Where is the growth in a capital intensive company?

Disclaimer: All discussed thoughts & opinions are my own & not that of my employer/others.

Tuesday, February 15, 2022

Early B2B Deciders

 Persona of B2B Early Deciders are following:

  • Younger millennials, with more responsibility. 
  •  Employed in larger, enterprise-scale companies that are growing fast. 
  •  Technophiles who spend more on IT. 
  •  Decisive, authoritative, and deliberate. 
  •  Promoters of customer experience (CX), innovation, and brand.
Source: Forrester Blog

Wednesday, February 09, 2022

Business Plan Should Answer

 

From HBR, By William A. Sahlman 

When I receive a business plan, I always read the résumé section first. Not because the people part of the new venture is the most important, but because without the right team, none of the other parts really matters. 

 Fourteen “Personal” Questions Every Business Plan Should Answer 

  • Where are the founders from? Where have they been educated? 
  • Where have they worked—and for whom? 
  • What have they accomplished—professionally and personally—in the past? 
  • What is their reputation within the business community? 
  • What experience do they have that is directly relevant to the opportunity they are pursuing? 
  • What skills, abilities, and knowledge do they have? 
  • How realistic are they about the venture’s chances for success and the tribulations it will face? 
  • Who else needs to be on the team? 
  • Are they prepared to recruit high-quality people? 
  • How will they respond to adversity? 
  • Do they have the mettle to make the inevitable hard choices that have to be made? 
  • How committed are they to this venture? 
  • What are their motivations? 
Source: HBR

Thursday, February 03, 2022

Telecom and Utilities Beyond 2025

Unifying Telecom and Utilities Value Chain Beyond 2025.











Australian Economy Update - Half Year FY 22

Australian Economy Update - Half Year FY 22 





Trade Surplus Driven by Mining Sector (like Coal)

IR hike is expected in Q4.



Source: CBA.