Sunday, 20 March 2016

My comments re Berkshire's Disintermediation: Warren Buffett's New Managerial Model …

Berkshire's Disintermediation: Warren Buffett's New Managerial Model …:





Well spotted & shared, many thanks Guy!



yes, indeed. Brilliant & must read paper by Prof Lawrence Cunningham @cunninghamprof.

This Berkshire kingdom status quo will persists until there is a true alternative that promote long term profitable (not profiteering) firms that can truly bridge B2B & B2C client's trust. this can only be arrived when there is a better way to be rated, audited and listed, 

The Sage of Omaha use of insurance float & deferred tax for cross financing is legendary but many family offices/Asian dynasties also adopt variations of the strategies mentioned. 

Key difference is Warren's Berkshire shares are traded and not most of the Asian dynasties' holdings. 

It would hopefully be many more years to come that Warren & Charlie will be our world's Sage (fingers crossed), question is, why is there not many other that 'truly emulate' them? 

Tuesday, 15 March 2016

My Short blog on: Ideas Help No One on a Shelf. Take Them to the World. - The New York Times

Ideas Help No One on a Shelf. Take Them to the World. - The New York Times:



Well said.

Distribution of rubbish solution is also dangerous. Give people a well that they don't use or give solution to Diarrhea but not fixing the cause is also not good.



Our world is so connected & challenges we individually faced with are already overwhelming, reading this article or this comment of mine is already a lot for most, let alone investing time & effort to understand & 'truly' fix anything (esp those on our personal To-Do list).



We need therefore something stupid simple for EVERYONE to take part, I suggest people use 20% of their own leisure time to #SelfChallenge to do anything (ideally not stupid running on the spot or marathon watching kardashian's behind).



The more important you are, take on a bigger challenge (especially if you have influence, wealth, or followings), and coordinate with others, or challenge your peers to do more, please don't just donate to charity.. unless the charity's aim is to make itself redundant with a definite time-frame (10/20years?).



What we need is a call to action that will lead key people towards the right direction, in 2016, maybe it is time to adopt #FixTheWorld instead of non directional ChangeTheWorld which sadly has not fixed much so far?


I would recommend watching the video about philanthropy by 3 Buffetts on my blog post on LinkedIn: Tomorrowland Today.Must take opportunity to #Activate & #FixTheWorld ! http://bit.ly/24OlYaD *


My 2013 Short blog re challenge between Billionaires! http://bit.ly/1MlhOvx

Wednesday, 9 March 2016

My comments on Green faces £80m BHS pensions bill | The Sunday Times

#MustRead:



Green faces £80m BHS pensions bill | The Sunday Times:



Interesting details on the deal and who's behind it.. but need more details on the 'bigger' picture:

deficit stands £207m , buyout valuation ballooned to £571m Green wrote off £215m debts (on @bbc http://www.bbc.co.uk/news/business-35749787 @FT https://next.ft.com/content/c4f2d452-e491-11e5-a09b-1f8b0d268c39 )

so, am not an expert, some might argue that (minus £400m taken off as dividends by Mrs Green..) Philip the Toga King & family is not great business people/retailer after all (except for their own family and offshore Monaco account)? 

we must be missing something or is it that simple? selling it for £1 was indeed a brilliant magic trick!