Be cautious of Blue Ocean multiples
- Global
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Airbnb, Blue Ocean Strategy, Company strategy, Electric vehicles, Growth, Growth investing, Growth strategy, Growth strategy, Tesla, Zoom
- December 31, 2020
You may well recognise the term Blue Ocean Strategy. It’s the redacted name of an iconic strategy book written by W Chan Kim and Renée Mauborgne: Blue Ocean Strategy – How to Create Uncontested Market Space and Make the Competition Irrelevant. I know what you’re thinking. It sounds like the stuff your annoying mate doing his MBA tries to tell …
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Netflix shareholders are getting nervous
Netflix is the N in FAANG – but I maintain that it’s not the potential cash cow that the other Big Tech companies are. Perhaps N should stand for Nervous, a fair description for shareholders at the moment. Netflix is the only FAANG company that I don’t directly hold shares in. This is because I don’t buy in to the …
View Post
Netflix shareholders are getting nervous
Netflix is the N in FAANG – but I maintain that it’s not the potential cash cow that the other Big Tech companies are. Perhaps N should stand for Nervous, a fair description for shareholders at the moment. Netflix is the only FAANG company that I don’t directly hold shares in. This is because I don’t buy in to the …
View Post
Netflix shareholders are getting nervous
Netflix is the N in FAANG – but I maintain that it’s not the potential cash cow that the other Big Tech companies are. Perhaps N should stand for Nervous, a fair description for shareholders at the moment. Netflix is the only FAANG company that I don’t directly hold shares in. This is because I don’t buy in to the …
View Post