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If you want to understand part of the story behind of the fall of General Electric, I recommend to read this article. It contains some details about the evolution of the actions done on this giant. Yes, it’s very large article, but it’s worthy time. http://fortune.com/2018/11/26/nelson-peltz-ge-pg-stock/
This picture below was published by Simon Wardley in Twitter and clearly reflects how maps can contribute to do economic analysis of the situations you have in a given scenario. I have done some similar exercise with a plain table in excel with 2 columns with the scenario AS-IS and TO-BE, but this graphical representation … Read more
Analyzing basic data from these 2 companies I did these 2 pictures that enable me to understand a little bit better their behavior. The key is to me the long term debt, where the acquisition of Timer Warner by AT&T is making the fundamentals to be eroded. AT&T Verizon:
Some notes about the PRD document. Classic outline: Introduction Purpose Background & Goals Near-term objectives Long-term objectives Stakeholders (RACI format) User profile (definition comes in MRD, a market analysis or any other source) Requirements Features Functional requirements Non-functional requirements Legal / compliance requirements UX Flow & Design Notes System & Environment KPIs Assumptions Constrains Dependencies … Read more
En este podcast de Value Investing FM escuché este programa que habla de 10 https://www.ivoox.com/58-los-10-mandamientos-gestion-de-audios-mp3_rf_32416204_1.html El fondo cobra si se consigue beneficio. El programa de retribución del fondo debería tener un fijo muy bajo y No tengas un equipo de inversión (1 único gestor rodeado de muchos analistas). Acepta que te vas a equivocar al … Read more