I see strong 2nd quarter profits at Boeing, just after hearing their strategy VP explain their heavy use of strategy models. Their industry model led them not to cut […]
Strategy
Posted on:
Another dot-com bubble?
Back in 1999 I got booed for saying the dot-com boom was mostly hot air, after which the NASDAQ dropped from 1000 to 200. The Economist now warns […]
Strategy
Posted on:
German secret of success
Fascinating Economist article on two recent studies of Germany’s outstanding long-run success. It’s down to their ‘Mittelstand’ mid-sized companies relentless pursuit of apparently boring but lucrative niches, and […]
Strategy
Posted on:
Tyranny of market expectations
Further to Analysts Getting it Wrong, a set of McKQ articles explain that just meeting investor expectations does nothing to the share price or, therefore, to total shareholder returns. Executives get on […]
Strategy
Posted on:
Strategy error by Kraft?
Kraft foods finally won control of Cadbury with a big £11.9 billion ($19.4b) offer. Warren Buffet, owner of 9% of Kraft, says it’s a bad deal – and […]