The giants of the
internet age and the alarms: (1) the winner takes almost all markets on the
internet, and rivals fear exploitation of dominant status; (2) getting
consumers hooked on their own “platforms” and increase cross-platform
transition cost; (3) gobbling up promising firms to kill competition. But such
concerns are hardly relevant, for the technology industry suffers/enjoys the
“perennial gale of creative destruction” that sweeps through economies as
innovative insurgents take on entrenched incumbents (Joseph Schumpeter’s comment).
[Note: brutally competitive space that allows natural monopolies. There is absolutely
nothing with these firms winning for now]…Source: http://www.economist.com/news/leaders/21567355-concern-about-clout-internet-giants-growing-antitrust-watchdogs-should-tread
The never ending
demand for satellites: With television signals delivery at about 2/3 of
operators’ revenues and fast growing mobile communications and broadband data
transmission, Satellite operators grew by an average 9 per cent a year between
2006 and 2011 to $177bn last year. Growth slowed to about 5 per cent at the end
of that period. There is more to come from emerging countries, but oversupply
and maturing technology cast a shadow over this industry. [Note: Not worried
about the prospect yet]…Source: http://www.ft.com/intl/cms/s/0/be1314f0-3263-11e2-916a-00144feabdc0.html#axzz2Dfs4EtOd
Could this be what
Bill Ackman sees when he looks at JCP? (1) focused management with
alignment of CEO interest ($50mm warrants strike price @ $29); (2) Still a
strong brand portfolio enough to attract customers; (3) dramatic cost-cutting
throughout boosts bottom line; (3) real estate ownership, if as much as book
value, is worth about $15.75/share; (4) 10-year low with extremely negative
sentiment. [Note: There’s gotta be more than this?]…Source: http://sumzero.com/headlines/consumers_and_retailing/JCP/142-this-is-what-bill-ackman-sees-when-he-looks-at-jcp
AIDS Diagnostics offers
the best ROI for disease prevention currently: Typically underfunded even
if it influences 60% of patient management decisions (as late diagnosis = 10x
higher fatality), diagnostics has rapidly moved up the agenda thanks to (1)
dramatically reduced cost of testing, (2) improved testing accuracy as well as
earlier identification. More funding is coming this way. [Note: An ounce of
prevention is worth more than a pound of cure]…Source: http://www.ft.com/intl/cms/s/0/ac625aee-3322-11e2-aa83-00144feabdc0.html#axzz2Dfs4EtOd
Win the lottery of
life: Where to be born in 2013? In short, Switzerland comfortably in the
top spot, with Australia 2nd, and Norway 3rd. Counting in
geography, policies, state of economy, income-per-head, and growth outlook.
Boring is best in their eyes. [Note: US is 16th, Japan 25th,
and Hong Kong 10th. Nigeria, Kenya, and Ukraine are at the bottom]…Source:
http://www.economist.com/news/21566430-where-be-born-2013-lottery-life?spc=scode&spv=xm&ah=9d7f7ab945510a56fa6d37c30b6f1709
No comments:
Post a Comment