Just a place to write
I have receipt today this message from Trading view: As per exchange regulations, S&P and Dow Jones indexes can be shown ONLY to users who are NOT logged in, or who are logged in and have paid for a real-time package. We cannot show them to all registered users. We do not understand this policy, … Read more
I have read 2 articles that contains some sentences I want to remember. One of the articles talks about productivity (https://www.nytimes.com/2019/03/28/smarter-living/productivity-isnt-about-time-management-its-about-attention-management.html), the other one explains how the motion of the modern lives are affecting the internal clock of the individuals (http://nautil.us/issue/71/flow/why-your-brain-hates-slowpokes-rp). Tool “Pedestrian Aggressiveness Syndrome Scale” to measure how aggressive you are in your moves. … Read more
Little’s law is widely used in manufacturing to predict lead time based on the production rate and the amount of work-in-process, and since Kanban practitioners use it in software development is becoming more and more popular. In fact the comparison for the outsiders of a manufacturing example where things are more tangible is something that … Read more
This video: https://www.youtube.com/watch?v=d3cRr318ve4, is the annual shareholder meeting of Fundsmith. Apart of presenting the results of the year, they review a set of economic fundamentals and behaviors that are communicated in a very didactic way. Basic strategy principles The investment strategy has three pillars that are summed up by the acronym ODD: Only invest in … Read more
I discovered this series of videos related to ERP. I have watched these ones: Lesson 1 – What is ERP Lesson 2 – Inventory Strategies Lesson 3 – Manufacturing Modes Lesson 4 – Inventory Strategies & Manufacturing Modes Lesson 5 – ROI for ERP Lesson 6 – What else is included in ERP Lesson 6, … Read more
This company has lights as shades, there are things that are convincing for the medium term, but the past performance does not convince me for the long term portfolio (buy & hold). I will start checking it to see the evolution.
The incentives are present in many ways and it’s the lever that companies use to foster the values and behaviors they are waiting from their employees. These cartoons were created by Google employee Manu Cornet and they triggered Satya Nadella (Microsoft’s CEO). The need of doing something to solve it was clear, the sense of urgency was … Read more
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: