Management and investors really do need to understand ‘total returns to shareholders’ (TRS), so all such folk would do well know how TRS really works. A better way to understand […]

A timely reminder to be disciplined about the businesses in your corporate portfolio – especially now there may be tempting bargains to be picked up at apparently bargain […]

I have just come back from an academic mini-conference looking at the resource-based view of strategy [RBV]. Though this has been around for about 20 years, and increasingly […]

I see in the Economist that Starbucks will close a further 500 stores in America (in addition to the 100 closures it announced earlier this year), and reduce […]

I recently had cause to re-read the Michael Porter classic ‘What is Strategy?’ [Harvard Business Review Nov-Dec 1996, pp. 61-78] – great of course on strategic positioning, which […]