Corporate Life Cycle

Dealing with Aging: Updating the Intel, Walgreens and Starbucks Stories!

A few weeks ago, I posted on the corporate life cycle, the subject of my latest book. I argued that the corporate life cycle can explain what happens…

jamur September 10, 2024

Corporate Finance Corporate Life Cycle Investment Philosophy

The Corporate Life Cycle: Managing, Valuation and Investing Implications!

As I reveal my ignorance about TikTok trends, social media celebrities and Gen Z slang, my children are quick to point out my age, and I accept that reality, for…

jamur August 20, 2024

CEO Corporate Life Cycle

Managing across the Corporate Life Cycle: CEOs and Stock Prices!

One of the big news stories of last week was Jack Dorsey stepping down as CEO of Twitter, and the market's response to that news was to push up Twitter's…

jamur December 10, 2021

Corporate Crisis Corporate Life Cycle Disruption

A Viral Market Update XI: The Flexibility Premium

I must confess that when I started these updates in February, I did not expect to be doing them in July, but a crisis is as good a time as…

jamur July 2, 2020

CEO Corporate Life Cycle Decline and Distress

The GE End Game: Bataan Death March or Turnaround Play?

It seems like ancient history, but it was just 2001, when GE was the most valuable company in the world, commanding a market capitalization in excess of $500 billion. The…

jamur November 14, 2018