applied know how
They were once the BIG 5 — Apple, Microsoft, Amazon, Alphabet, and Facebook – they are now the GIANT 5 as their market capitalisation rose to a new record of $6.6 trillion. Investors are asking where future growth will come from.
Since their combined low point on March 16, 2020 their market capitalisation has soared by 51%. That’s an increase of $2.1 trillion in a little over three months.… Read more
for the last few weeks I’ve been thinking about the strategy of cutting edge companies.
We all know a “tech” moniker can boost valuation- just compare WeWork to IWG.
But what is Apple doing- it has been clearly a hardware company with a service and software add-on. But things are changing.
It does feel like there is one more shoe yet to drop when it comes to Apple’s strategic shift.… Read more
Strategy professor Michael Porter said:
Porter, author of Competitive Strategy, is widely known in business circles and is thought of as the father of modern business strategy theory. His central thesis is that businesses can create and sustain a competitive advantage in the marketplace by following one of two strategic choices: 1) cost leadership or 2) differentiation.… Read more
Over the past four weeks I’ve reviewed Clayton Christensen’s disruptive innovation theory, identified other factors involved in disruption, looked at how damaging this can be to certain industries, and using Apple as a case study shown that depending on your industry and your business strategy you could become a victim or a victor in the disruption wars.
So how in this uncertain and complex business environment can I avoid being disrupted, beyond sticking to my strategy?… Read more
Over the past few weeks, I’ve talked about the dangers of disruptive innovation. I’ve presented Christensen’s initial theory, then explored other factors that can contribute to disruption, and last week illustrated how dangerous disruption can be to industries and companies and YOU.
It certainly seems like an unstoppable juggernaught if your industry is “disrupted”.
So let’s go back to the first example of a disrupted industry – mobile phones- to see if all is lost.… Read more