Just a place to write
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:
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
Escuchando un podcast de Value Investing FM, encontré este en el que repasaban varios aspectos que son importantes en las empresas y que no son KPIs cuantitativos que aparecen en cualquier web de turno. Son los no cuantitativos, y que van basicamente alrededor de la cultura y el equipo directivo. CEO y equipo directivo. Estrategia … Read more
Le regalé este libro mi padre estas navidades y cuando lo ojeé me gustó bastante así que me hice con el en formato digital. Me ha gustado mucho por la perspectiva con la que analiza las cosas especialmente interesantes los primeros capítulos. Yo lo recomiendo a todo el mundo, creo que es bastante didáctico en … Read more