Not a “V” shaped recovery

Two enduring metaphors of Covid were “flatten the curve” – reduce the incidence of Covid-19 infections to enable an overstretches health care system to cope.

The second was the image of a “V” shaped recovery… much hyped by Politicians facing I’m and the re-election… this thing will go away as fast as it came… we’ll bounce back.

Many pundits bet their reputations on this imagery.… Read more

MoviePass is no more

Once a darling of the disruption crowd, MoviePass is no more; the stock is valued at zero… CEO and CFO have departed, the Board has resigned en mass …. the courts are holding the junk that’s left.

Investors are eager to plow vast sums of money into companies that offer “disruptive” products and services. Often the basis of this disruption is investor-subsidized predatory pricing or cash-burn machines.… Read more

Learning by doing

China is the world’s manufacturing hub… and while it innovates occasionally and has few world class Brand’s, China has one outstanding advantage… it still makes stuff.

And because Chinese workers produce most of the world’s goods, it means that they’re capturing most of the process and manufacturing knowledge that comes from the production process.


i teach strategy and the basis for great strategy is your internal advantage meeting an external opportunity creates potential success.  … Read more

Netflix and… zombie

It’s coming to Halloween and to have a halloween theme post (as Brexit will be yet again delayed) I’ve chosen a great zombie company to consider.

Netflix now the home of famous Zombie series “Kingdom” and “the Walking Dead” but much like its favourite series, Netflix is a zombie company and I don’t mean because of Kingdom, The Walking Dead, Z Nation, iZombie, Santa Clarita Diet, Dead Set, Containment, & Helix their top ten zombies highlighted for this Halloween.… Read more

Seven critical strategy questions for the Board of Directors

I’m occasionally asked during our SMU-SID Diploma in Directorship courses what should Boards of Directors focus on to assist Management consider strategy.

Here are seven questions that could be profitably used to focus discussion during a Board retreat or during a strategy meeting.

  1. How does the company plan to grow: through M&A, organically, or by driving new or existing products to new or existing markets? 
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