BLOG OF ADAM HARTUNG
As Immelt Leaves GE, Investors And Employees Have Little To Cheer
GE CEO Jeffrey Immelt was unable to grow GE businesses and sold them off, buying back shares instead. Can the GE he leaves behind long survive?
Why the ‘Amazon Effect’ Is So Huge In The USA, And Not In Other Countries
Amazon stock hits new record high; is that a sign that America’s retail segment is overbuilt and about to collapse?
Are The Cloud And IoT Making PCs, Laptops And Tablets Irrelevant?
Some company pivots are obvious like changing technology while other pivots are more subtle like a strategic acquisition. At the time, observers are highly critical and the share price drops because the pivot is viewed through the lens of the Status Quo. Publicis pivoting away from Cannes may signal a major trend in the industry.
The Trend To Facebook Referrals Is A Risk To Google Search
Friday night, on the way home from work, you could type a search: “Restaurants nearby.” But, what about your friends- where might they want to eat? It’s the traditional face-to-face relationship process but via digital. So you type, “Hey, any ideas on where we should eat?” Because they know us, and where we are, they fire back specific answers like: “the Mexican place on Main.” They answers much faster and more collaboratively than Google.
The #1 Real Estate Stock To Own Is Built On Trends – Alexandria Real Estate Equities (NYSE:ARE)
Pharmaceutical companies traditionally built their headquarters and labs in suburban locations where development was easy. Skilled employees preferred urban environments where land was at a premium. Alexandria realized the new trend for emerging companies was to be near universities and recent grads in urban environments, and although land was costly — and development more difficult — this was the right place to leverage the trend. Alexandria tracked the trends in employers, research people, competitors, and, of course, real estate to create a winning concept and a $10 B company.
Why You Should Own Facebook And Not Snapchat
Snapchat was cool, but competing with Facebook is unlikely to reward investors.
Why You Do Not Want To Own IBM: Growth Stalls Are Deadly
For five years, CEO Ginni Rometty has overseen 20 consecutive quarters of revenue declines. The “growth stall” is going to be devastating for shareholders when buybacks stop.
Why United Airlines Abuses Customers: The Risks Of Operational Excellence
United’s “operational excellence” strategy leads to really, really bad decisions — from front-line to the CEO.
March Jobs Report: 10 Impacts On You, Including Falling Unemployment And Rising Wages
America has finally recovered from the Great Recession — here’s what it means for you.
Amazon Is Worth More Than Berkshire Hathaway: What That Means For You
Amazon is now worth more than Berkshire – makes sense as we’ve shifted to an information economy from an industrial economy.
GE Needs A New Strategy And A New CEO
CEO Jeff Immelt’s decision to focus on cash optimization and profit maximization killed growth – and possibly GE.
Sears Today, Walmart Tomorrow? Why You Don’t Want To Own Any Retail Stocks
No retailer will be immune to the profit destruction seen at Sears, Payless Shoes, Radio Shack, etc. Investors should flee.
Take Time To Read ‘Time Talent Energy,’ By Mankins And Garton
Most companies over-manage financials and under-manage employee resources – huge productivity gains, and higher margins, come from better managing time, talent and energy.
How The ‘Amazon Effect’ Will Change Your Life And Investments
The impact of Amazon’s growth will have enormous repercussions on jobs, incomes, real estate and taxes – affecting not only retailers but consumer goods companies, builders and government policy. Amazon will change everyone’s life.
Do You Know President Trump’s Immigration Policy?
When leaders take rifle shot actions prior to laying out their vision and goals they can easily lose constituents. Trump needs an immigration policy to clarify his rhetoric and executive orders.
Product Lifecycle as River of Trends
“Mark twain” actually meant that the river was only 12 feet deep-barely enough for steamers. Rivers are like trends. Rivers eventually change the terrain, as do trends, and those who take advantage of these changes benefit greatly – while those who ignore such changes can run aground on a sandbar in the river.
Tim Cook’s ‘Ballmer-ization’ Of Apple
Apple has transformed into a one-product company intending to maximize services value from its base – is this good?
Why You Want To Invest In Trends — Not Asset Managers
To invest wisely, follow big trends – it works better than a money manager.
Why President Trump’s Border Wall Is An Example Of Bad Leadership
Is it smart to invest in a wall to solve a problem that doesn’t exist – and would not address potential problems?
Could Donald Trump Lead A Boy Scout Troop?
President Trump wields power and influence, but is he able to lead?
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