Archive for October, 2009

Can someone translate this?

October 12, 2009


I keep looking for something profound but fail to find it. I like Kotler, I’m just scratching my head.


2 phrases

October 5, 2009

New Normal – post immediate reaction to 2008 financial meltdown. Became common in media in fall 2009. Intuitive meaning, varying based on subject.

High Class Problem – a problem resulting from obviously positive assumptions or occurences. As in, while all his friends are being laid off, John is trying to decide which of the three offers to take from blue chip law firms, and how to turn the other two down without burning bridges.

New business and investment activity

October 1, 2009

Talented individuals with access to capital will do well.

Artificially inflated asset prices will come down.

As they do, cash flow oriented assets will become improved investments.

Cash flow based businesses reliant on (previously) overpriced assets will become opportunities. At the right price a poorly performing asset or asset-based business is desirable to the entrepreneurial investor. This is because these will undergo steep value decline in the near term, and then will be priced “right” according to desirable cash on cash returns, and then the owned assets will eventually become expensive again in the market, at which time the business is free to alternatively sell or enjoy the scarcity of competition as weaker competitors are crushed by overpriced assets.