Euromoney (October 30)
“There comes a point when investors cannot ignore the E, the S and the G in their investment strategies because there will be companies, business models and even entire industries that will no longer function if global temperatures exceed1.5 degrees over preindustrial levels, or if socio-political crises escalate, or if corporate mismanagement scandals multiply.”
Tags: 1.5 degrees, Business models, Companies, Corporate mismanagement, Crises, ESG, Industries, Investment strategies, Investors, Preindustrial, Scandals, Socio-political, Temperatures
The Economist (February 6)
Wall street is undergoing revolution. “Information technology is being used to make trading free, shift information flows and catalyse new business models, transforming how markets work…. And, despite the clamour of recent weeks, this promises to bring big long-term benefits.”
Tags: Business models, Clamour, Information flows, IT, Markets, Promises, Revolution, Trading, Wall Street
The Economist (April 20)
“Investors often describe the world of business in terms of animals, such as bears, bulls, hawks, doves and dogs. Right now, mere ponies are being presented as unicorns: privately held tech firms worth over $1bn that are supposedly strong and world-beating—miraculous almost.” Except they’re not. Many so-called unicorns lack effective business models. In fact, “a dozen unicorns that have listed, or are likely to, posted combined losses of $14bn last year. Their cumulative losses are $47bn.”
Tags: Business models, Investors, Losses, Miraculous, Unicorns, World-beating
Nikkei Asian Review (July 9)
“Japan’s listed companies saw their aggregate sales surge 20% from fiscal 2000 to 2016, while their net profit soared by nearly 40%. A look at some of the best performers suggests the growth can be chalked up to two key factors: globalization efforts and new business models.”
Tags: Best performers, Business models, Globalization, Growth, Japan, Net profit, Sales, Surge
Institutional Investor (May Issue)
“New innovative business models by upstarts Tesla and Uber are poised to disrupt multiple industries at once.” Both companies have been driving around barriers thrown up by conventional businesses that feel threatened. “The real winners to watch — the companies that will shape the landscape of American business and tech — are those that seek to fill customers’ every need, that work themselves into new markets however possible.”
Tags: Barriers, Business, Business models, Customers, Disrupt, Innovative, Markets, Needs, Tech, Tesla, Threatened, U.S., Uber, Winners
