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Category Archive for: ‘Corporate musings’

DNA and Lean Mass: new business concepts ?

Umair just got his new spot at HBSP and started off with a great post on com­pa­nies DNA.His DNA term and exam­ples have been met with var­i­ous reac­tions, judg­ing by the com­ment. I’ll pro­pose some­thing: com­ple­ment the DNA con­cept with the “lean (body) mass” one. Let me explain:DNA is a great con­cept but has its lim­i­ta­tions, specif­i­cally: Leaves lead­er­ship (at …

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Amazon unbundles DVD rentals

AMZN sells its DVD rental busi­nesses (UK and Ger­many), invest in the buyer and will pro­mote the ser­vice. Smart move. AMZN simul­ta­ne­ously: unbun­dles a very spe­cific busi­ness line it couldn’t man­age opti­mally become the main share­holder in the mar­ket leader and posi­tion itself as the main (due to its invest­ment) orches­tra­tor in a —admit­tedly very lim­it­ed— process net­work Expect more …

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Ryanair/Easyjet: bad DNA/good DNA

From the FT today: Ryanair profit warn­ing sends shares tum­bling Ryanair, the lead­ing Euro­pean low cost air­line, warned on Mon­day there was a “sig­nif­i­cant chance” its prof­its would decline next year and could fall by as much as 50 per cent under the impact of ris­ing oil prices and falling fare lev­els. The Ryanair share price fell by 12 per cent …

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