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  • Strategic Change, Execution Blunder (Part 3) – Netflix’ Troubles

    Monday, October 3rd, 2011

      Netflix, the movie rental service, has been a consumer favorite and Wall Street darling for a long time. Netflix changed the way Americans consume movies and Netflix drove competitors out of the market with their simple and valuable business model. Customers manage a queue of movies and TV episodes on their website, and Netflix […]

    Strategic Change, Execution Blunder (Part 2) – What Happened At Nokia

    Monday, September 26th, 2011

    Nokia of Finland was at the top 2007. Sure, their market cap was even higher in 2000 at the climax of the tech bubble, but only 4 years ago Nokia outperformed any competitor in the mobile phone business. Overall they lead the cell phone market and invented the smart phone. Their share price was around […]

    Strategic Change, Execution Blunder (Part 1) – Introduction

    Friday, September 23rd, 2011

    Participating in or watching the stock market in 2011 can be nerve wrecking. Shares go up and down driven by macro-economic developments, recession fear, and relief that everything will be fine. There are a couple of well known companies though that fall much more than the market. In this loose series I want to discuss […]