Tag Archives: strategy

Turnarounds take a long time!

Everybody talks about Apple as the classic turnaround story. Look at this 5 year stock chart a little after Jobs came back to Apple i.e. May 1998 to May 2003 -it’s basically flat for five years. And then see after … Continue reading

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Umair Haque on Investing in Customers

A powerful concept: Instead of spending a bunch of money on marketing & advertising (e.g. Super Bowl Concept), why not take that & instead spend it on delivering value to customers. The value would be embedded in the product & … Continue reading

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Revenue, Profit & Market Cap By Tech Company

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Effectual Thinking > Pivot > Adjacencies

Effectual Thinking: Entrepreneurs use effectual thinking to figure out even which business to be even in. Saras Sarasvathy’s 2001 paper on How Entrepreneurs Think coined the term first. As the below Image Indicates- Effectual Thinking starts with “Who Am I?, What Do … Continue reading

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Chris Zook – 2003 Paper on Growth Strategies

Growth Outside the Core- Chris Zook- 2003.pdf

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How Large Incumbent Products Get Killed By Startups

This is an excellent case study unfolding in real time in the A/B Testing software industry on how large incumbent products (Adobe’s Omniture – Test & Target) get killed by startups (Optimizely) . The core of the issue seems to be something called… Continue reading

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Must Watch & Must Read- Walmart & The Economics of Density

Economics of Density can be a solid competitive advantage for geographically impacted businesses like retail stores, restaurants and other local businesses. The core idea behind Economics of Density is that economies of scale in supply chain, mark… Continue reading

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