Articles

A Drunk Can Spoil the Party

Media is now losing money, and forced to make debt payments, while its primary competitors (the Murdoch-controlled Sky and British Telecom) are in far healthier financial shape.

Leadership

Apr 29, 2025

When Less is More?

Instead of putting money into more stores, management would start buying back shares in order to reduce the size of the equity pool

Leadership

Apr 29, 2025

When Less is More.2

The longer out the timeline, the more bearish I am. Strategy sees its results long-term rather than short-term, so given more time the impact becomes more evident

Leadership

Apr 29, 2025

Racing to the Exit

 The result was a negative impact on Jaguar and Land Rover, as the old Ford Success Formula drove down the value of these brands.

Leadership

Apr 29, 2025

Private Equity Quote

Leadership

Apr 29, 2025

They Never See It Coming

The national airlines (United and American) never dreamed that Southwest would one day be national, have much higher customer satisfaction and be more profitable.

Leadership

Apr 29, 2025