Disqus - Latest Comments for adam_hartung

Re: As Disney Board Chair, What Would You Advise CEO Bob Chapek Regarding 'Don’t Say Gay'?

adam_hartung — Wed, 06 Apr 2022 13:31:02 -0000

Business leaders of major corporations control budgets larger than most states, and control the lives of employees and suppliers that are larger than state agencies. They have an obligation to lead - not just manage for financial returns. Too many CEOs opt-out of being leaders, lazily defining their role much too narrowly. The have an obligation to demonstrate leadership, speaking for employees, gig workers and suppliers that do not have the voice these CEOs have in society by virtue of their power.

Re: What Allstate and other advertisers are worried about after the O'Reilly controversy

adam_hartung — Thu, 06 Apr 2017 13:40:22 -0000

Forbes reported on the big risks of automated ad buying for advertisers last December - more people should have taken this seriously back then! http://bit.ly/2oJ5DqT

Re: McDonald's earnings: $1.25 per share, vs expected EPS of $1.38

adam_hartung — Wed, 27 Jul 2016 14:41:29 -0000

Forbes points out that despite the run-up in value over last year, McDonald's has been in a Growth Stall for 2 years - and nothing the new CEO has addressed the fact that customers find competitive offerings more appealing. Warns investors to be wary http://bit.ly/2ahpVAft

Re: Apple’s earnings beat has some analysts worried it was too impressive

adam_hartung — Wed, 27 Jul 2016 14:15:31 -0000

But can working on iPhone line extensions really push Apple to higher revenue? Forbes says that unless entire new product solutions emerge investors need to be very wary http://bit.ly/2ahpVAf

Re: Microsoft to buy LinkedIn

adam_hartung — Sun, 26 Jun 2016 18:55:55 -0000

Said with your tongue firmly in your cheek, I can tell, Pi May. Thanks

Re: Microsoft to buy LinkedIn

adam_hartung — Tue, 14 Jun 2016 15:34:43 -0000

Forbes points out that this acquisition is probably the next aQuantive - and Microsoft investors will rue this day http://onforb.es/1OnLX40

Re: Why Innovation Fails (And How to Succeed)

adam_hartung — Thu, 02 Jun 2016 17:43:35 -0000

In case you thought this was a novel idea - Read "Create Marketplace Disruption" published by Financial Times Press in 2009. Offers much deeper insight to the causes of the problem and how to solve it beyond the snippet in this article http://www.amazon.com/Creat...

Re: Wal-Mart posts earnings of 98 cents a share vs. 88 cents expected

adam_hartung — Fri, 20 May 2016 12:23:06 -0000

Forbes points out that at $70/share WMT is barely trading at the low end of its range from June 2012 thru August 2015 - and well off its January, 2015 highs. 7% year-over-year growth in on-line sales is half the industry growth rate. WMT efforts to defend & extend the store model show limited success as the company isn't even worth the value of its hard assets - while those focused on ecommerce are thriving http://onforb.es/20fyKLb

Re: U.S. e-commerce grows 14.6% in 2015

adam_hartung — Fri, 20 May 2016 12:15:52 -0000

It's now May, and WalMart just announced its first quarter 2016 on-line sales grew a meager 7% vs year ago - far off the industry growth rate. Forbes says its asset intensive strategy is not competitive with on-line retailers like Amazon http://onforb.es/20fyKLb

Re: Sears has lost shareholders much of their investment

adam_hartung — Sun, 15 May 2016 17:57:11 -0000

Forbes overviews how Lampert systematically destroyed all value at Sears by focusing on cost cutting while the industry shifted. More innovation, and investment in trends, could have saved the retailer - but Lampert was too myopic to make the right decisions. http://onforb.es/27pJCLZ

Re: IPhone sales drop; Apple misses Wall Street expectations

adam_hartung — Thu, 28 Apr 2016 12:24:15 -0000

Thirteen years of year-over-year sales growth is a great record. And one decline is not a predictor. But Forbes mag points out that if Q2 sees another decline then Apple slips into a Growth Stall, and that portends disaster for investors http://onforb.es/26xoJhq

Re: Apple and Twitter are pummeled, eBay up after results

adam_hartung — Thu, 28 Apr 2016 12:22:24 -0000

Is there any hope for Twitter shareholders? The stock is down 60% since the Board replaced Costolo as CEO. Forbes said at the time making the change was a poor call http://onforb.es/1qYi3bw . One quarter of declining sales is not predictive, but 2 consecutive quarters leads to a growth stall - and Forbes warns that could be deadly for Apple investors http://onforb.es/26xoJhq

Re: What Poor Results Mean For Apple, Chipotle And Exxon Mobil

adam_hartung — Thu, 28 Apr 2016 11:51:21 -0000

Forbes mag compared Apple, Chipotle and Facebook. Focusing on the former 2, Chipotle's 2 consecutive negative growth quarters put it in a Growth Stall, and there are likely far deeper problems than just food handling. Investors beware. Meanwhile Apple must return to growth in Q2, or it too will fall into a Growth Stall and investors will turn even more fearful regarding the company's future prospects. http://onforb.es/26xoJhq

Re: Time for a shake-up at United Airlines

adam_hartung — Mon, 14 Mar 2016 17:57:47 -0000

No doubt United performance is in need of some improvement. But Forbes mag took a look at the newly proposed Board slate and questioned if it had a strategy that would be any better than existing leadership http://onforb.es/1Wlr6gB

Re: Sears will write down value of brand name by up to $200 million - Consumer News - Crain's Chicago Business

adam_hartung — Thu, 11 Feb 2016 16:05:00 -0000

Forbes gives a real send-off to Chairman Lampert with the 5 ways he destroyed almost $10B of shareholder value as SHLD leader http://onforb.es/1PpqB2S

Re: Verizon CEO confirms interest in acquiring Yahoo's assets

adam_hartung — Wed, 10 Feb 2016 12:47:00 -0000

Forbes.com looked into the opportunity and found 4 good reasons VZ should buy YHOO's core business http://onforb.es/1T7LlOY

Re: Verizon CEO confirms interest in buying Yahoo

adam_hartung — Wed, 10 Feb 2016 12:24:18 -0000

Forbes analyst looks at the difference between Yahoo as freestanding business and its value to Verizon and comes up with 4 good reasons the deal could be a win/win for all shareholders http://onforb.es/1T7LlOY

Re: It’s payday for PayPal: PayPal’s now worth $50 billion and eBay only $35 billion

adam_hartung — Sun, 02 Aug 2015 16:35:46 -0000

Forbes analyzed the innovation at Paypal and concluded it was a game changer in financial services likely to have ongoing explosive revenue growth. eBay has lost its innovation edge, is slowly becoming irrelevant in ecommmerce compared to competition, and its revenues will continue to slide. Paypal is likely undervalued, and eBay is likely overvalued http://onforb.es/1VVq4t5

Re: Stock Exchange: PayPal is worth more than eBay

adam_hartung — Sun, 02 Aug 2015 16:28:30 -0000

Forbes analyzed the innovation investments in both Paypal and eBay. Concludes Paypal has emerged as a game changer for financial services, likely to dramatically grow revenues (like Amazon,) while eBay has sat on its laurels too long and will continue to decline. Paypal is likely undervalued, eBay is likely overvalued http://onforb.es/1VVq4t5

Re: Independent PayPal Already Worth More Than eBay

adam_hartung — Sun, 02 Aug 2015 16:26:33 -0000

Forbes analyzed Paypal and eBay, and concludes that Paypal is an emerging game changer in financial services likely to dramatically grow revenues. eBay has become a laggard in ecommerce, and will most likely continue to falter. Predicts Paypal will go up in value, eBay likely will decline http://onforb.es/1VVq4t5

Re: Microsoft Thinks the Smartphone Is Over. It’s Wrong

adam_hartung — Thu, 09 Jul 2015 16:56:35 -0000

Forbes mag reviewed the last 5 years and concluded that Microsoft was so late with its products, and they were so ineffectual, that it was wholly unable to create a worthwhile developer network for mobile. Lateness combined with no new ground-breaking "killer" apps has doomed all the company's mobile efforts (Surface write-offs and weak share) and puts the company in a situation that Nadella has no idea how to turn around - and probably can't. Reliance on old "core" sales of OS (Windows 10) and Office 365 is trying to continue milking the aging cow and will leave the company irrelevant soon enough http://onforb.es/1TnX8rl

Re: Microsoft slashes 7,800 jobs in phone business, writes off $7.6B Nokia acquisition | Pocketnow

adam_hartung — Thu, 09 Jul 2015 16:42:32 -0000

Forbes makes the clear case that Microsoft has been trending toward irrelevancy for 4 years, and this latest action only reinforces that trend as the company has no game changers for markets where it is a very distant third as its "core" market shrinks http://onforb.es/1TnX8rl

Re: Microsoft will dismiss 7,800 employees and will write off $ 7.6 billion of assets related to the acquisition of the mobile unit Nokia

adam_hartung — Thu, 09 Jul 2015 16:23:06 -0000

Forbes mag points out that Nadella has no laid off 20% of the Microsoft workforce, and seems to lack any strategy for regaining market relevancy for the aging giant http://onforb.es/1TnX8rl

Re: Microsoft staff cull expected as firm admits hardware defeat ahead of Windows 10

adam_hartung — Thu, 09 Jul 2015 16:17:53 -0000

Forbes mag points out that Microsoft has been failing at major projects (Surface, Windows 8) for 4 years. Nadella has now laid off 20% of the workforce, and shows no strategy for reversing trend toward irrelevancy http://onforb.es/1TnX8rl

Re: Microsoft announces 7,800 job cuts from phone division, writes off $7.6 billion from Nokia deal

adam_hartung — Thu, 09 Jul 2015 16:09:49 -0000

Forbes mag points out that big things have been going wrong for Microsoft for over 4 years - Surface flop and Windows 8 weakness to name a couple. This latest action continues the trend toward irrelevancy for the former giant, and there appears no strategy to change the trend http://onforb.es/1TnX8rl