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Back to the future and why fundamentals matter.

Just received a call from an executive who reminded me of the a presentation I made in 2011. It was to the executive management team on where their industry was going and while the data looked simple, analysis simpler and the model the simplest, the outcome was the disruption. Guess what? It’s all real now. No clairvoyance. Just fundamentals.

Screen Shot 2014-01-10 at 10.01.39 AM Screen Shot 2014-01-10 at 10.01.46 AM

Screen Shot 2014-01-10 at 10.02.15 AM

* The company is not in this slide.

WHY PROFIT POOLS ARE FUNDAMENTAL TO UNDERSTANDING THE 101S OF ANY INDUSTRY?  SEPTEMBER 13, 2013
https://gerardjrego.com/2013/09/13/why-profit-pools-are-fundamental-to-understanding-the-101s-of-any-industry/

SOFTWARE EATS PURE HARDWARE COMPANIES!
https://gerardjrego.com/2014/01/07/software-eats-pure-hardware-companies/

WHY MARKETPLACES ARE EATING INDUSTRIES!
The battle for the mobile internet is being fought “OFFLINE” and the battle is for “Offline Inventory” that connects to “Mobile-Centric Markets”. The API for the next battle is hyperlocal marketplaces where the API is all around “Inventory”
https://gerardjrego.com/2013/12/29/why-marketplaces-are-eating-industries/

Construct your profit pool and see where you stand and you may need a new career change, investment or business model.  These are extremely exciting times.

Conclusion. Fundamentals never die, the rest is the fashion industry wheres style matters, but the life cycles are extremely short.

 

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