Businesses need to plan for the future. And part of planning are the assumptions you make. As Biden takes office, there is a lot of talk about whether the “movement” that Trump led is at its end, or just beginning. The good news is we have the tools to be predictive when answering that question,…
IBM’S DEMISE – WHY YOU CAN DO MUCH BETTER
On Friday, January 22, 2021 IBM announced sales and earnings results. Revenues had fallen 6.5%. The stock dropped 11%. IBM alone caused an otherwise up Dow Jones Industrial Average to decline. And, as the NASDAQ rose, largely due to tech stock improvement, IBM was the lone loser. The new CEO, in his role only 1…
VERIZON’S AOL/YAHOO DEBACLE – THINK YOU CAN FIX THAT?
Do you have any idea how powerful AOL and Yahoo once were, and how much they were once worth? Do you know how much shareholder value has been destroyed in these 2 companies in just 20 years? $221 Billion of destroyed wealth. AOL pioneered the web as we know it today. Long before wireless, or…
AMERICA’S EMERGING DEMOGRAPHIC DISASTER – ARE YOU PLANNING FOR IT?
Demographics is Destiny Planning is all about the future. And the future is easiest to predict when we look at demographics. Population trends are easy to spot, and long-lived. So the recent U.S. census, which built on previous trends, gives us great insights for planning our investments. Let’s focus here on the two biggest demographic…
THE DECLINE AND FALL OF CHICAGO AND ILLINOIS
Chicago, and Illinois, are in big economic trouble. 7th straight year of population decline. Losing 235,000 people in 10 years, 3x the amount of any other state. Last year saw a decline of 79,500 people – second only to much larger New York – and the rate of people leaving is accelerating. Illinois has, on…
HOW AMAZON USED TRENDS TO BUY MGM FOR FREE
When looking at America’s 8 largest companies, a LOT has changed in 15 years. Back in 2005 the most valuable company was GE. The list was dominated by oil & gas companies; ExxonMobil, BP, Royal Dutch Shell. The biggest bank (Citi) and biggest retailer (Walmart) and 1 pharma company (J&J.) There was only 1 tech…
CORPORATE NOMADLAND – THE GIG ECONOMY AND DIGITAL NOMADS
We tend to think of reality as something external and absolute, like the sun shining down on us on a hot, lazy afternoon. That sun is really there, whether we believe it or not, right?
