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We will not hear about bricks and clicks after this recession
Deloitte pick up on an interesting characteristic of banks here. Cost cutting occurs during downturns, but its spend spend spend when things are looking good. Banks rarely get to the point of...
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“Even though we were in and looking you still couldn’t see [where the bottom...
Listening to this interview is interesting and sobering for banks. The highlighted quote below tells all. Henry Kravis and George Roberts (KKR) | FT Interview FT: How do you see the opportunities that...
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“Instead of extracting value, they create it”| Haque
Umair continually presses us to think about new types of corporations that are creating genuine value. The definition is evolving, and you can check back with his earlier posts about the companies...
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The Good, the Bad and the Ugly | which is your bank?
In this video commentary on the US Banks results they note that while large profits are announced, any parts of the business related to the US consumer consumer is flat. This includes all retail...
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The Dangers of Thin Value
Umaiar defines thin value as a mirage that will eventually evaporate. it is value that has no point nor reason, other than generate revenue for the corporation. The landmark example he offers is ARPU,...
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