mckinsey – SAETA CAPITAL

A digital-strategy framework (McKinsey)

This framework presented by Angus Dawson and Chris Bradley is a good practical tool about digital disruption. Highly recommended explanation. http://www.mckinsey.com/Videos/video?vid=4802286026001&plyrid=2399849255001

Knut Haanaes: Two reasons companies fail — and how to avoid them

https://embed-ssl.ted.com/talks/lang/en/knut_haanaes_two_reasons_companies_fail_and_how_to_avoid_them.html Why companies fails? This is a hard question to answer. In this TED video Knut Haanaes explain two critical concepts, exploration and explotation, to avoid companies to fail. Exploration: coming up with what’s new, search, discover, new products, changing our frontiers. Exploration is risky. Long term perspective for companies. On the other hand, Explotation: takingContinue reading “Knut Haanaes: Two reasons companies fail — and how to avoid them”

Valuing high-tech companies

http://www.mckinsey.com/business-functions/strategy-and-corporate-finance/our-insights/valuing-high-tech-companies

Always learner.

The purpose of this blog for me is to translate my thoughs about investing and business. Nowadays we live in a world with too noisy information. Another reason for this blog is to build up my own principles. I will use my Twitter account to publish short thoughs about companies/market and this blog I willContinue reading “Always learner.”