Strategy beyond scale in commoditized industries
We believe smaller players can be competitive, profitable, and create value in commoditized and competitive markets—the crux is having an effective strategy.
The end of oil?
In the spring of 2000, Sheikh Yamani gave an unprecedented interview with The Telegraph on the future of oil. As he was the former Saudi oil minister from 1962 to 1986, many paid close attention to his declaration that “[t]hirty...
(Not) boring finds for June 2015
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us this month.
Don't try to catch a falling knife: Reflections on the current price of oil (part 1)
The price of oil has fallen precipitously in recent months. WTI now trades at around $67 per barrel, a far cry from the $100 level attained this past summer.