Category: finance | 은행업
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NCNRs + more stuff
NCNRs Industry Structure: Fabs are in Favor – LTAs are the Tell – Fabricated Knowledge had this interesting article on the role of NCNRs – which means non cancelable, non refundable orders. Chip foundries have to spend an enormous amount of money to be at the cutting edge of manufacturing. They also need to retain…
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The Visual MBA
Jason Barron’s book The Visual MBA looks to distill down business principles into more easily understandable formats. The Visual MBA has been translated into a number of European languages since it was published in 2019, which is a good indicator of the book’s utility. So I thought I would take the time to review The…
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Heat + more things
Origin of the movie Heat Until watching this video on Heat I didn’t understand its link to Michael Mann’s earlier projects Crime Story and L.A. Takedown; which were basically attempts to make the same story for film. One of the reasons why Heat looks so realistic is that the film used a number of ex-special…
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Alibaba + more things
Alibaba lost ambition Two interesting things have come out today on Alibaba: Alibaba moves closer to home with Hong Kong dual-primary listing | Financial Times – this is interesting because it implies that Alibaba either couldn’t remain in the US stock exchange with the new Chinese tiered data enterprise ruling: China plans three-tier data strategy to…
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Airport chaos + more things
Airport chaos Emirates statement on operations at London Heathrow – Emirates lays into London Heathrow’s airport chaos. The airport chaos has been labelled ‘airmageddon’, due to the restriction in numbers of passengers who can fly in and out of Heathrow in a given day of just 100,000 people. That’s 25,000 people a day lower than last…
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The Power Law by Sebastian Mallaby
The Power Law lays out VC history The Power Law: Venture Capital and the Art of Disruption does for the technology venture capital industry what Accidental Empires and Where Wizards Stay Up Late did for the technologists that they financed. About the author Sebastian Mallaby Prior to reading The Power Law Mallaby wasn’t a familiar…
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Lost luggage & more things
Lost luggage Qantas chaos: outsourced baggage handler says one in 10 bags not making flights | Qantas | The Guardian – this lost luggage mess is emblematic of what is happening globally. Delta Airlines put on a dedicated flight to repatriate 1,000 pieces of lost luggage that had been left behind in in London Heathrow…
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Electric cars + more things
Electric cars When you think about electric cars you usually think of Tesla. But the reality is that electric cars have been about for almost 200 years. I was reminded of Bob Cringely’s analogy about technology success being about ‘surfing waves‘. The first electric car turned up sometimes in the 1830s. By the beginning of…
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Soviet steel + more things
Soviet steel urban legend I had heard a variant on the ‘Soviet steel’ story that was responsible for Italian cars being rust buckets when I was growing up. The version I heard was that high proportions of recycled scrap from rusted war wreckage and dismantled ships had been put in Italian steel to make it…