Monday, May 27, 2024

Contribution to nation building

Every generation needs a revolution - an entrepreneurial revolution

It has been nearly a decade since this post ended his stint in the academe on account of his age (not because of old age)  It is with sadness we bid adieu to the student and the intellectual ferment that accompanies such an experience  It is with happiness though that this post views the post, because of the contribution (I think) that has been made to the business community, in words and deeds

The power points on entrepreneurship, the blogs,  the lectures, the Go Negosyo caravan, the seminal ideas inculcated in many MBA students in Clark, Subic, Sta Rosa and Cebu might have in a way contributed to the tremendous growth in economy we are experiencing (one of the biggest in the world) that we are experiencing.

The institution where  this post taught made sure we got the best training.   We were sent to Korea and Thailand and were trained by Stanford and Colorado gurus in our field of expertise.  We were visited by top professors too from abroad:  so that we sharpened the saw

Sunday, May 26, 2024

What is the direction of trends?

Every generation needs a revolution - an entrepreneurial revolution

Those who correctly guessed the direction of the industry made it big.

Apple, Steve Jobs correctly predicted that the cellphone is going to be the main platform for the homes.  Not TV, not the PC.  So Dell not matter how hard it tries, will not be able to push production of PC to exceed Apple.  Nokia failed because it relied so much on Symbian OS and missed the IOS and the Android OS.  The TV manufacturers are struggling.   Toshiba, Sharp and Panasonic saw failures of TV
manufacturing.  The  appliance manufacturers missed the trend

The current markets in turmoil are:

        Cars energy:     Batteries  fuel cells?  Hybrid.  My guess is hydrogen fuel  (fuel cell)

        RE -  solar, wind?  Or any new technology? or wave.   Hybrid:   solar and wind


Investing in businesses that serve everyday needs - in cash

Every generation needs a revolution - an entrepreneurial revolution

Look at the Philippines tycoons.  What are their businesses?   The wealthiest are in basic necessities:
water, telecons, tollways, electricity, airports, infrastructures

That is the problem:   they have monopolized the business and the large cap ex excludes everybody else.

One time I joined a roadshow on govt offices for energy.  I talked to some Japanese keiretsu representatives.  And they said that they will consider anything that is basic necessity as an investment worth looking into:   food like - galunggong shrimp

You do not need to be rocket scientist to find out about attractive business.