Thinking About the Healthcare Sector
I’m always fascinated to think that over 17% of US GDP goes to healthcare. All of this spending stimulates a lot of policy debates, but I’m more interested in the business challenges and opportunities...
View ArticleDisruptive Innovation in Healthcare
Many of you have probably heard of Clayton Christensen, author of The Innovator’s Dilemma and a number of other outstanding books on technology innovation and disruptive business models. It’s one of...
View ArticleWhat Makes a Great Business Drama?
As a business strategist, I find competitive battles like the Apple iPhone vs. Google Android vs. Blackberry pretty fascinating. It’s like watching the playoffs or the latest season of Dexter. Ok,...
View ArticleThe Hard Road to Good Customer Segmentation
Anthony Tjan’s Harvard Business Review blog post, Approximately Correct Is Better than Precisely Incorrect, perfectly illustrates the value of customer segmentation. Your customers are different, and...
View ArticlePlease Do Not Leverage Actionable Frameworks
I was doing a little business reading today. When I came across a tweet on the Business Week article Embedding Innovation in Leadership, about General Electric’s recent innovation training...
View ArticleWhat Can HCA Tell Us About the Healthcare Sector?
When HCA Inc. was acquired in 2006 by a private equity consortium including Bain Capital, KKR, and Merrill Lynch (now of course Bank of America), it was the biggest leveraged buyout in history. For...
View ArticleWho Will Survive Hospital Consolidation?
Healthcare providers are under pressure on a variety of fronts. Patients demand extensive care regardless of cost. Payers both public and private are struggling to reduce costs, and the resulting...
View ArticleIs the LinkedIn IPO a Good Deal?
Among social networks, LinkedIn is a fascinating outlier. It’s by far the largest professional network, and as such it personifies the debate over whether people want different networks for different...
View ArticleThe Many Faces of LinkedIn
Having taken a look at LinkedIn’s financials, I also want to drill down a bit and look at the product from a user perspective. LinkedIn is clearly going to have an extremely good IPO, whether they end...
View ArticleOpen Source Business Analysis
I was talking with a private equity firm last week about how they did their research into software and hardware technology niches to understand potential investments, competitors, and market dynamics....
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