BLOG OF ADAM HARTUNG

WalMart’s the Titanic, and Mexican Bribery is its Iceberg – JUMP SHIP

WalMart is not too big to fail. WalMart’s bribery of Mexican officials is just the latest questionable action to embarrass leadership, and show investors that company leaders are out-of-step with modern retail markets. WalMart keeps doing more unethical things to keep the business going, even as growth slows and margins erode. WalMart may look invincible, but like the Titanic it is not. Sell now, Amazon and Overstock are much better places to invest your money.

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Why EVERY Company Must Be a Tech Company – Apple, Amazon, Facebook, Instagram Lessons

Apple’s great value increase is about more than one company. It reflects the economic shift away from industrialism toward information. For companies to grow, and prosper they MUST begin thinking like tech companies, dropping interest in “hard assets” and “industrial processes” and adopt the new competitive mantle of information and the technology built around information.

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Momentum is a Killer – The Demise of RIM, Yahoo and Dell

We like to think success comes from understanding “core strengths” and working tirelessly to defend them. Only in today’s fast changing markets such an approach leads to rapid obsolescence. Take it from 3 failing companies that used to be market leaders, forget momentum and learn to be ignore the past in an effort to be more agile fulfilling emerging needs.

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Microsoft’s Crazy Windows 8 Bet – How you can invest smarter

You make more money, with less investment, by investing beyond what you know. Investing in what you know keeps you distant from trends, and causes businesses (and investors) to fall behind. To maximize returns we have to diversify into growth markets, even when we have little knowledge in that area. By favoring trends, we can make more money – and sell more stuff! MIcrosoft spent too long, and too much, on Windows 8 – and now they are playing “bet the company” on this latest product launch. Too bad, they’re likely to miss.

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Wal-Mart’s “Shoot Yourself in the Head” Strategy

Most companies see results suffer due to market shifts. New trends emerge, like in retail where people are doing more shopping on-line and using mobile devices while shopping. But most entrenched competitors act like Wal-Mart, fixated on defending and extending the old strategy they don’t adapt to these trends. They don’t shift. As more resources are dedicated to D&E actions the companies do even more poorly, allowing competitors that leverage the trends to beat them

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Creative Destruction is not inevitable – Kodak, Hostess, Microsoft

Businesses can avoid creative destruction. Leaders, and investors, need to pay more attention to trends and invest in market shifts rather than trying to defend and extend outdated businesses. Creative destruction is not an investment philosophy, nor an inevitable outcome. Any business can grow if it focuses externally and makes the right investment decisions.

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Drop 2011 Dogs for 2012’s Stars – Avoid Kodak, Sears, Nokia, RIMM, HP, Sony – Buy Apple, Amazon, Google, Netflix

In 2011 you could have enhanced your portfolio by investing in trends, and dumping stocks that were ignoring trends. Those who did worst saw revenues and profits collapse as markets shifted, and they didn’t. Those who did best invested in trends and entered new markets creating higher revenues and profits. Looking at 2012, follow the same approach by avoiding those who are fighting trends and investing in those who are accelerating them.

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