My Patrix site
Author
The Critical Path has been an exceptionally well received podcast. It has an audience of hundreds of thousands of thoughtful listeners. Many of the concepts covered can and should be reviewed in a medium that can be…
My talk from the 2012 Apple Investor Summit is available on Vimeo. The password is h42Rtz8HJ. Check out the cool iPad app used for presenting interactively and wirelessly–a foreshadowing of Asymconf.
I first noted a correlation between Apple’s share price and its balance sheet a year ago. In February, when I last checked, Apple’s share price was priced nearly at 4.6 times its cash value. The stock has had a brief…
“Within five years after discount retailing pioneer Korvette’s opened its first store in 1957, over a dozen copycat discounters had emerged. In contrast, the giant discount furniture retailer IKEA has never been copied.…
During the first quarter this year HTC, RIM and Nokia all surprised investors with bad news. The effect is evident in the share price of these companies which, in the case of RIM and Nokia is around book value, and in…
Horace interviews his teacher Clay Christensen to discuss his new book, How Will You Measure Your Life. We discuss some of the concepts of learning, jobs to be done and approaches to self-disruption. We also cover what…
Sony Ericsson is no more. The company remains but the brand is gone. Now the phones it makes will be sold under the Sony name. Unfortunately, that means we no longer get reports from the company on its volumes,…
Apple’s recent margins are nothing short of spectacular. It’s hard to convey just how remarkable 47% gross margin and 39% operating margins are. For a company that sells hardware these are simply unheard-of numbers. The…
I analyze my performance every quarter to see if there is any pattern of error in my analysis. I devised a scoring method analogous to the grade point average system used in most US schools. You can read about the fourth…
This is a transcript of a voice interview conducted April 19th 2012. The interview is available as an audio file here. — Jim Zellmer: I thought we’d start by describing your education from the beginning, Horace. Horace…