The Economist reports that the Baltic Capesize index, which measures the cost of chartering huge ocean-going vessels used to transport iron ore and coal, has hit record highs, […]
Strategy
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Compulsory reading! Shareholder returns.
Management and investors really do need to understand ‘total returns to shareholders’ (TRS), so all such folk would do well know how TRS really works. A better way to understand […]
Strategy
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Should you own that business?
A timely reminder to be disciplined about the businesses in your corporate portfolio – especially now there may be tempting bargains to be picked up at apparently bargain […]
Strategy
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The ‘resource-based view’ of strategy?
I have just come back from an academic mini-conference looking at the resource-based view of strategy [RBV]. Though this has been around for about 20 years, and increasingly […]
Strategy
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More on Starbucks’ over expansion.
I see in the Economist that Starbucks will close a further 500 stores in America (in addition to the 100 closures it announced earlier this year), and reduce […]