Search results for: “disco”

  • The British discount + more things

    The British discount A number of things have happened that made me think about the idea of the British discount. A fund manager came out and said that UK equities were cheap compared to their counterparts listed on other stock markets and would likely remain so for a long time. There are a number of…

  • Conglomerate discount

    Conglomerate discount wasn’t a concept that I was that familiar with. Conglomerates had gone out of style in the west during the 1960s to the 1990s. Western conglomerates Classic conglomerate examples would be Spivs and financiers bought in and broke them up into their constituent parts. Or a new CEO would do it themselves to…

  • Rediscovering Quora + more

    Probably the biggest thing that happened was me rediscovering Quora the question-and-answer network. I replied to a question ‘What are the major reasons behind Yahoo’s drastic downfall?‘ and then republished it as a blog post with a few more bits and bobs. Traffic blew up on the post when Dave Farber published a link to…

  • Trends and fads

    Why trends and fads? Why trends and fads came about as a post, was that I was scrolling on my LinkedIn notifications on a Saturday (I know, I know I should keep my life free of this crap on the weekends.) Creative Review were talking about how trend forecasting had become rusty, but that got…

  • CMOs

    Premature obituaries of CMOs Almost 11 years ago business academic Dominique Turpin wrote an article describing CMOs as ‘dead’. Turpin worked at the IMD business school in Switzerland and the article was a classic bid for thought leadership. It’s just the kind of thumb-stopping headline that drives readership of LinkedIn content where it was published.…

  • Y2K

    Early last year, fashion started to pillage the late 1990s and early 2000s for fashion inspiration, which became a Y2K trend on social platforms and in the fashion media. But this divorced Y2K from its original meaning. Y2K was technologist short hand for a calendar problem in a lot of legacy systems that were designed…

  • Pipes by Yahoo

    I discovered something at the end of last year. The belatedly missed Yahoo Pipes was, in fact, officially called “Pipes by Yahoo.” I made that mistake, despite being well-versed in the brand guidelines, having spent a year working there with a copy consistently at my side. Now, why this journey down the memory superhighway? That’s…

  • January 2024 newsletter – this makes a half dozen

    January 2024 newsletter introduction Welcome to my January 2024 newsletter which marks my 6th issue – bringing us to a half dozen issues in total. Here’s a quick video introduction that I recorded with HeyGen. Dozen as a word in the English language comes from the french douzaine – meaning an assembly of 12 things…

  • Padel + more things

    Padel The racket sport padel seems to have got the zeitgeist, if not the player numbers yet. We haven’t really seen a surge in sports fads since the 1980s. During that time skateboarding rose from a peak in the late 1970s, to a more stable underground sport that we have today. The closure of a…