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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...
Thursday, April 21, 2022
Saturday, March 19, 2022
Saturday, March 05, 2022
Saturday, February 26, 2022
Weekend Reading
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.Sunday, February 20, 2022
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.
Sunday, February 13, 2022
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?
Saturday, February 05, 2022
Thursday, February 03, 2022
Australian Economy Update - Half Year FY 22
Australian Economy Update - Half Year FY 22
IR hike is expected in Q4.
Source: CBA.
Wednesday, February 02, 2022
Tuesday, February 01, 2022
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