Kim Warren on Strategy
Strategy insights and living business models
More cyclicality - real-estate, insurance, shipping
Here’s three new cases:
Strategy in cyclical industries
The world’s biggest basic materials firms are suffering along with others as the world economy collapses, and the Economist points out that taking on loads of debt to…
Profiting from the downturn - e.g. airlines
Nice example of what looks like a strategically sound business [Lufthansa] pouncing on valuable resources shaken loose when a feeble competitor [Alitalia] stumbles. The Economist reports they will…
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