Saturday, June 29, 2024

Top 20 corporations in the world, in last 30 years; new batch for next 30 years.

Every generation needs a revolution - an entrepreneurial revolution

Warren Buffet made a list of top 20 companies for the last 30 years, and a new list for next 30 years.  He noted the following stark differences:

1.  Those int the list for the last 30 years, did not make to the new list
2.   Their market cap of those since 1989 were in the billions;  in the new list, most are in the trillions
3.  Only Aramco TSMC are asset and resource based;   most have intellectual capital

This is a great lesson in investment where the world is going.   Before car factories, manufacturers, energy companies, banks  were the darling of investment.  Now computing and programming:   games AI will be the new next thing.  

Where will you bet.?  Hence progress has left Japan and other progressive countries.  It has stayed at Silicon valley and USA



CompanyMarket Cap (USD)
πŸ‡ΊπŸ‡Έ Nvidia$3.34T
πŸ‡ΊπŸ‡Έ Microsoft$3.32T
πŸ‡ΊπŸ‡Έ Apple$3.29T
πŸ‡ΊπŸ‡Έ Alphabet$2.17T
πŸ‡ΊπŸ‡Έ Amazon$1.90T
πŸ‡ΈπŸ‡¦ Saudi Aramco$1.79T
πŸ‡ΊπŸ‡Έ Meta$1.27T
πŸ‡ΉπŸ‡Ό TSMC$932B
Median S&P 500 company$92B

A different kind of Health Card (experimented in house)

Every generation needs a revolution - an entrepreneurial revolution

To take care of the health of our staff, we experimented having this kind of health card:

1.  We had contributory:    1:5 ratio.   For every 1 of employee we gave P5.00  If the employee resigns, he gets the P1.00;
2.  The rewards are for not getting sick:
      1.  If you get sick and have to use the card,  the employee premium rises by 10%; the employers does
           not;
      2.  The unspent employee fund for not getting sick is tallied and totaled:  it is a savings health card;
            unlike most health cards which are spend health card.
      3.  There is free med exam at the start of the year blood exam, ecg, etc to make sure you are healthy
      4.  There is PE every Saturday and this is funded by the Health Care fund


This made profit and had accumulated fund as surplus.  For one reason or another, Management discontinued this   SAYANG

Closure to a proposed joint project deal. affected by Guido /Interport case

Every generation needs a revolution - an entrepreneurial revolution

I requested for a ftf meeting in a coffee shop for a closure to a proposed joint project for a 3.5 hectare project in a neighboring town.   A liaison man for the project in charge of titling and  and other legal matters reported 

at the principal is now selling instead of a jpa project.  How could they?  I have a phone number, we have accommodated them with an sizeable advance, and my sil and apo lives in the same condo cluster?

So we set at 3:30 pm in a coffee shop, but the principal was nowhere to be found -  he is sick with hibp.

There are two issues with the project:
1.   There is a conflict between him and his brother.  He wants a jp, his brother wants to sell. But without a title they cant sell.  Interport will buy from them at P1,000 to P1,500.  Very cheap compared to asking of P5,000/sm

2.  No title.  To get a title and here where it becomes confusing



     1,  Since there is not title it part of the large title of Guido estate covering 3,000+  hectares  TCT                  23777
          There are 3 supposed owners of this estate:   Guido, Rommel and Interport.  To get a free patent
           and or judicial title you need a quick claim from one or all of the above.   The lowest is P200 /sm
           and it was reported that Rommel asks for P2,000/sm driving up transaction costs.

    2.  Interport is a publicly listed company, has high caliber management and legal team.  They are not
         selling but buying

    3.  They have filed cases vs large companies like Sta Lucia, ERRDC

    In my conversation with a Chinese whose property was sold for Interport shares, he said stay
    away from that towns property because no one because of Guido case can ever get a title.  Even
    Interport Resolluces has stacks of lis pendens and documented claimants (with Tax Dec on its                  territory  and seething social unrest)

 What is our resolution with the wife of the principal:

1.  Shelve the project in the meantime, until such time that he and brother resolve differences;
2.  There is a title.

They have to pay, in the meantime penalties and renewal fee for the advances of more than half million
In the meantime, their plan is to sell.  
    would take ages, perhaps centuries to resolve