Kim Warren on Strategy

Strategy insights and living business models

· Strategy

Beware divesting core business

A rare example of clear and useful academic research from Emilie Feldman at Harvard [but treat it with care – see below]. Emilie “investigates “legacy” divestitures, the sale or spinoff of…

Kim Warren

core business, divestiture, free cash flow, growth, ROIC, transformation

· Strategy

Aims - growth, survival ...

I made a strong case in a previous post that strategy research should have been asking how strong firms grow cash flows, not deliver profit ratios. I had…

Kim Warren

acquisition, business development, cash flow, Cisco, downturn, growth, profitability, ROIC, starbucks, strategic management, survival

· Strategy

More on growth vs. ROIC

One challenge I got from the academics on the issue of strategy tools’ usefulness was whether growth is still a relevant question in these recessionary times.

Kim Warren

Amazon, growth, profitability, recession, ROIC, starbucks, strategic management

· Strategy

Update on the troubles with strategy

Here’s my latest msg to the B School academics [remember the point of this is to get some useful strategy methods for executives and consultants]. Will let you…

Kim Warren

cash flow, consultants, economic rent, executives, growth, methods, performance, ROIC, Strategy, strategy research, sustainable competitive advantage, tools

· Strategy

Why has Amazon.com been so unsuccessful?

The SMS conference reminds me of a long-standing puzzle. We have known for decades that investors value growth in earnings – because they either get rising dividends or…

Kim Warren

Amazon.com, competitive advantage, growth, investor returns, profitability, SMS

Strategy Dynamics Essentials

Strategy Dynamics Essentials book cover

Strategic Management Dynamics

Strategic Management Dynamics - cover image