Category: Strategy

Leverage Your Unique Attributes

Leverage Your Unique Attributes

Not all businesses are created equal. Leverage the attributes that make yours unique. It is critical for CEO's and executives in general to understand the attributes that make their respective businesses unique. These unique attributes vary and may include elements of product design, engineering, service delivery, product quality and intellectual property among others. Executives ought … Continue reading Leverage Your Unique Attributes

Advertisements
Google and Ascension Act Brazenly with Patient Medical Records

Google and Ascension Act Brazenly with Patient Medical Records

Unbelievable. I was always of the belief that patients/consumers would soon port their medical records to the cloud. It is outrageous that Google and Ascension acted on patient medical records without patient permission. Google CEO Sundar Pichai and Ascension CEO Joseph Impicciche ought to step down. Commandeering medical records makes a mockery of privacy law. … Continue reading Google and Ascension Act Brazenly with Patient Medical Records

Polaroid Day & “Polavision” Instant Video

Polaroid Day & “Polavision” Instant Video

We attended Polaroid Day at MIT Museum this weekend and were reminded of the genius of Edwin Land, co-founder of the Polaroid Corporation. "Like visiting a shrine" is how Apple co-founder Steve Jobs described meeting Land. Polaroid's Board did a great disservice to Land and his company. Film Forever Polaroid's original instant camera - 1947's … Continue reading Polaroid Day & “Polavision” Instant Video

Apple TV+

Apple TV+

We believe there is significant opportunity cost to Apple TV+. Admittedly it is difficult to quantify. Apple is transitioning from a transaction revenue model (iPhone and related device sales) to a hybrid revenue model as services such as Apple TV+ introduce a recurring revenue element. We like recurring revenue. By definition recurring revenue is predictable … Continue reading Apple TV+

Streaming Wars: ESPN+ KO’s DAZN

Streaming Wars: ESPN+ KO’s DAZN

Streaming content provider DAZN suffered a knockout over the weekend that may be impossible to come back from. We are calling it now. The Streaming Wars have suffered the first high profile casualty. DAZN - the nascent streaming network for combat sports - is in the process of raising money. We would love to be … Continue reading Streaming Wars: ESPN+ KO’s DAZN

Episodic Television Is the Key to Winning the Streaming Wars

Episodic Television Is the Key to Winning the Streaming Wars

Episodic TV carries a superior risk/reward compared to feature films. The streaming wars featuring Disney (tkr: DIS), Netflix (tkr: NFLX), Apple (tkr: AAPL), Amazon (tkr: AMZN), AT&T (tkr: T), and others will be won by the content producers that capture the most subscribers over a measurable period of time. Questions that content producers must answer … Continue reading Episodic Television Is the Key to Winning the Streaming Wars

For These FinTech Names Staying the Course Paid Off.<span class="badge-status" style="background:red">Premium</span> 

For These FinTech Names Staying the Course Paid Off.Premium 

Consistent pursuit of a focused mission tends to pay dividends over time. We provide several examples of public FinTech companies that have successfully done so. We include growth opportunities and near-term risks for each company. Companies mentioned: FactSet Research Systems (tkr: FDS); PayPal (tkr: PYPL); SS&C Technologies (tkr: SSNC); Stripe (private) FactSet Research Systems (tkr: … Continue reading For These FinTech Names Staying the Course Paid Off.Premium 

Uber: Little IP & Less Profitability than Meets the Eye

Uber: Little IP & Less Profitability than Meets the Eye

If you read these pages or listen to our TEK2day Podcast you know we avoid companies with little in the way of defensible intellectual property ("IP") or a sustainable competitive advantage. We have consistently articulated this sentiment about Uber for the past several years. Further, Uber has less operating leverage than one may conclude after … Continue reading Uber: Little IP & Less Profitability than Meets the Eye

Growth at All Costs Leads to A Lack of Focus

Growth at All Costs Leads to A Lack of Focus

Over the past several years as I've read articles about Uber, WeWork and a number of technology startups, my takeaway is that many of these companies lack focus. They lack a focused mission. They lack strategic and operational focus. I understand the argument that institutional investors want growth in the absence of yield, but too … Continue reading Growth at All Costs Leads to A Lack of Focus

The Long Tail Will Differentiate You

The Long Tail Will Differentiate You

We are working on a project that has me thinking about the "long tail". For those who took Statistics you may recall that the long tail is the portion of the distribution where occurrences appear far away from the distribution's center. A long tail business strategy is one where the service provider makes hard to … Continue reading The Long Tail Will Differentiate You