February 2008 - Posts - Strategy Muse

February 2008 - Posts

How they chase income and chase away expenditure - 1

Posted by Sourav Mitra at 
CHASING INCOME: Balfour Beatty Plc, the U.K.'s largest house builder, will buy the military housing unit of GMH Communities Trust, the U.S. provider of housing to students and the military for $350 million in cash as a springboard into other so-called public-private partnerships and related markets in the U.S. A public-private partnership, or PPP...

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How they chase revenue today...

Posted by Sourav Mitra at 
Apple: By not interfering yet in the gray market sales of unlocked iphones outside the official markets of US, Britain, France and Germany. Coca-cola: By feeling the pulse of the market and beginning to morph into a vitamin water and tea player in the maturing US market and surging on with sugary sodas in relatively immature markets of China and Russia...

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Fortune favours the ... er ... smart ... or the just plain lucky?

Posted by Sourav Mitra at 
Bladox, a 10-man company in Prague Czech Republic, developed Turbo SIM that turned cell-phones into mobile payment systems. The Turbo SIM can also make the iPhone think it is operating on AT&T's network. As iPhones sales were restricted to US, Britain, France and Germany with support from authorized partners AT&T, O2, Orange and T-Mobile...

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Toyota's Quaint Discomfort Syndrome

Posted by Sourav Mitra at 
Sorry, this isn't new. When Toyota Toyota passed General Motors in worldwide sales globally in the first quarter of 2007 it wasn't accepting the No. 1 position comfortably. It made some of its executives nervous to be the chased, rather than the chaser! Now I have an idea. Why not Toyota now chase the number two and number three auto companies...

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Circuit Breakers in Boring Utopia

Posted by Sourav Mitra at 
In Boring Utopia there would perhaps be no need for stock market circuit breakers. If there was a need for circuit breakers it would not be based on knee-jerk formulae devolving from headline grabbing market volatility via a collective madness. It would be based on boring fundamentals - a reasonable average of reasonable multiples of earnings, book...

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