A man standing on a mountain peak can see a fundamental shift happening and another mountain developing right in front of him yet cannot go all the way down and climb up that mountain. Many times it happens that due to fundamental change in the industry some changes arise which causes another mountain to rise and over shadow
the existing one. It is highly unlikely that a man can go down all the way from one peak and climb up the new mountain in time to take the advantage of the new better larger mountain.
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December 28th, 2009 at 12:12 pm
Sondha Thayiruppu ? Very nice at any rate. Clayton Christensen, here comes ‘Analogy Arumugam’ ;-D
Somewhat related. I was listening to an interview with someone who worked for Sun before the takeover by Oracle. In response to a question about reviving the company by splitting it into smaller units, he pointed out that Richard Dawkins’ observation that an organism cannot reach a higher stage of evolution by deliberating going through a lower stage. Idha dhaen ‘vaarthai jaalam” ‘nu solluvaanga.
December 28th, 2009 at 9:14 pm
BNB
>>Sondha Thayiruppu ?
Chancey illa… Charlie Munger nu oru Ayyanaar sami arulvakku idhu…
Oracle-Sun ku Richard Dawkins observation… some analogy that!
Regarding organizational structures, my pet theory is that most of the senior execs dont have any imagination…
For e.g there is a listed company with divisions A,B,C,D each with sub-divs like 1,2,3,4. Suddenly it will dawn on them..
They’ll announce, ‘Yaarange, we are doing a Reorg - All 1s in A,B,C,D will henceforth be grouped together and called Une, twos, threes, will be called deux, trois respectively…’
Each will have a head…
Ipdi oru 2 years pogum…. then someone at the top will be fired, then a new idiot will come..he’ll say
‘Ah, lets put all 1,2,3,4s into groups like Alpha, Beta, Gamma.. etc
So, 3-4 years la things will come a full circle…
I’ve been witness to a couple of ‘re-orgs’.. ipdi dhaan pogudhu
December 30th, 2009 at 6:26 am
That’s how mostly stocks in the mutual funds and ETFs work in a way. Strange and stupid.