And the stock market saga continues. COVID-19 fears continue to batter the stock market. Here is the current situation and here is a cool simulation on how we can “flatten the curve”. A term I never thought I’d use in 2020
With a lot of us working from home and in some ways losing our identity, I thought these tips from Danielle Evans were pretty spot on. As you adjust, remember, there are millions who do not have that luxury to WFH so please do not take it for granted
On the stock market, a friend shared this on Facebook. If this is indeed a recession then it could potentially take about 5+ years to recover!
With that somber news I thought some humor is warranted and those that know me know that I barely share such things but this one was kinda reality + funny :)
And finally this week’s chart: Debt as a % of GDP. Japan and Greece definitely have large issues to deal with!
And this week’s reads!
Pay TV is dead. All of us knew. Now the traditional players know too! This is “somewhat” obvious with all the D2C Plays. The article further speaks about sports bundles.
The macro-point here is that the traditional TV players haven’t just embraced D2C, they’ve decided they’re done trying to stem the decline of Pay-TV. They are reducing their investments in the channel, pulling out many of the investments they’ve already started, and begun deliberately speeding the collapse in the hopes that if they burn their boats relatively faster or harder than their peers, they’ll be best positioned in the future. This doesn’t mean they don’t still want to pull cash out of the old system — they do — but they’re not optimizing for it, even when the ROIC is clear. And they’re right to do so.
This article from Ben Thompson articulates how the internet led to more information, more bad information, but also more HIGH quality information. Today, more than ever, it is extremely important to trust your source of information : Zero Trust Information
I wasn’t setting one goal, I was setting dozens. And if I sat on the couch at the end of a long day and read a book instead of planting bulbs in the garden, or ordered takeout instead of cooking the healthy dinner that I’d planned, I would berate myself. At one point, while talking to a friend on the phone, I remarked that I was being lazy and not working on my chore list. There was a moment of silence and then my friend responded, “Celeste, you are the most un-lazy person I think I’ve ever met. Choosing to relax doesn’t make you lazy.”
Have you ever been accused of "putting 2 and 2 together and making 5," meaning that the other person thinks you have jumped to the wrong conclusion?
A good list of attributes to think about the value elements for B2B. There are individual value elements as well as company specific value elements : What B2B Buyers Really Care About
This article on D2C (The New Disrupters) missed several points. What this article misses:
The competition (and the complete lack of barriers to entry)
The new gate keepers and CAC
The lack of differentiation
The lack of brand loyalty
The ease of new competitors killing you
On personal renewal ..
I’m not talking about people who fail to get to the top in achievement. We can’t all get to the top, and that isn’t the point of life anyway. I’m talking about people who — no matter how busy they seem to be — have stopped learning or growing. Many of them are just going through the motions. I don’t deride that. Life is hard. Just to keep on keeping on is sometimes an act of courage. But I do worry about men and women functioning far below the level of their potential.
We all know how successful Disney’s physical theme parks are. The core of the success is order and control. Now tie this to today’s “parks” : Online multiplayer games where there is continuous chaos. Matthew Ball also speaks about how large a competitive advantage the physical parks are. Great read: The Most Important Media Businesses of the (Past and) Future
Dozen Worthy Reads 📰 (No. 127)
Dozen Worthy Reads 📰 (No. 127)
Dozen Worthy Reads 📰 (No. 127)
Hi All,
And the stock market saga continues. COVID-19 fears continue to batter the stock market. Here is the current situation and here is a cool simulation on how we can “flatten the curve”. A term I never thought I’d use in 2020
With a lot of us working from home and in some ways losing our identity, I thought these tips from Danielle Evans were pretty spot on. As you adjust, remember, there are millions who do not have that luxury to WFH so please do not take it for granted
On the stock market, a friend shared this on Facebook. If this is indeed a recession then it could potentially take about 5+ years to recover!
With that somber news I thought some humor is warranted and those that know me know that I barely share such things but this one was kinda reality + funny :)
And finally this week’s chart: Debt as a % of GDP. Japan and Greece definitely have large issues to deal with!
And this week’s reads!
Pay TV is dead. All of us knew. Now the traditional players know too! This is “somewhat” obvious with all the D2C Plays. The article further speaks about sports bundles.
The End of Pay-TV
This article from Ben Thompson articulates how the internet led to more information, more bad information, but also more HIGH quality information. Today, more than ever, it is extremely important to trust your source of information : Zero Trust Information
A good set of tips to decide if one should build or buy: Build or Buy — A Practical Guide to Getting It Right
Take breaks to improve your productivity :
Want to boost your productivity? Take a break — a real one.
Some cool tips on Data Visualization and some best practices as well! : Why you sometimes need to break the rules in data viz
Why does someone who is rational do something irrational and how do you peel the layers? : The Ladder of Inference - Problem-Solving Training from MindTools.com
A good list of attributes to think about the value elements for B2B. There are individual value elements as well as company specific value elements : What B2B Buyers Really Care About
This article on D2C (The New Disrupters) missed several points. What this article misses:
The competition (and the complete lack of barriers to entry)
The new gate keepers and CAC
The lack of differentiation
The lack of brand loyalty
The ease of new competitors killing you
On personal renewal ..
Personal Renewal, by John Gardner
We all know how successful Disney’s physical theme parks are. The core of the success is order and control. Now tie this to today’s “parks” : Online multiplayer games where there is continuous chaos. Matthew Ball also speaks about how large a competitive advantage the physical parks are. Great read: The Most Important Media Businesses of the (Past and) Future
Unless we know why someone made a decision, we can’t safely change it or conclude that they were wrong : Chesterton's Fence: A Lesson in Second Order Thinking
Thank you for reading!
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