Winning by Changing the Rules of Business
How to Know When a Company Represents a Paradigm Shift Think of the difference between evolution and revolution. Bloomberg, March 14,...
Impact of Amazon on Competitors
This is amazing: “The company has grown so large and difficult to comprehend that it’s worth taking stock of why and how it’s...
Buybacks Are Great in Theory, Less So IRL
Share Buybacks Work Better in Theory Than in Practice The main problem is that effects of bad decision-making don’t become clear...
A Closer Look at CEO Pay
CEO Pay Rewards What Was Going to Happen Anyway Shares rise — and fall — almost regardless of the actions of top executives....
Dangers of Mixing Business with Politics
What Happens When Business and Politics Mix? If a decision expands the potential customer base, the result can be positive. Bloomberg,...
Apple’s Coming Trillion Market Cap
Apple Is Going to Be the First Trillion-Dollar Company It’s only $100 billion away. Bloomberg, March 1, 2018 During the...
Gun Makers Piling Up Losses
Source; Dave Wilson, Bloomberg Given the Parkland School shooting, we have had several clients inquire if we own gun stocks...
Nation of Rentiers?
Monopolies Alone Don’t Explain Why Stocks Soar There are many reasons share prices can outpace U.S. economic growth. Bloomberg,...
Introducing Bill Sweet, CFO
This year, we promoted William Sweet to Chief Financial Officer at RWM. It could be the smartest decision we will make in 2018 –...