Paradigm - July 2017
Brett Anderson's Point of View: Amazon has multiple motives for its recent $13.7 billion purchase of Whole Foods. Entry into the brick-and-mortar grocery environment may be low on its list, however. Amazon's biggest opportunity may be supplanting the household brands you use every day, not to mention the data it procured about how you buy these goods.
Bloomberg View, June 20, 2017
Ray Anderson's Point of View: Valuations for tech companies continue to reach new highs, but may mask the risk of disruption. Conversion of traditional on-premises software to cloud-based subscription models is an example of disruption and can pose challenges in technology, pricing, sales and cash flow, as investment outpaces initial revenues. Companies facing potential disruption should consider repositioning existing business while creating a new growth engine.
Dual Transformation, April 2017
OIL & GAS
Anju Joseph's Point of View: Although oil prices remain depressed despite OPEC's efforts to curb supply, the steady growth in global demand mitigates fears that prices will return to the mid-20s. The market's rebalancing is moving at a snail's pace, challenging investors' patience, but 2018 is primed for recovery.
Oil Market Report, June 14, 2017
Peter Wollmeringer's Point of View: A recent Federal Appeals Court decision highlights that simply applying well-established engineering techniques to the specific materials at issue in a case may prevail. By analogy, this decision suggest the importance of well-established principles for financial expert witnesses who address business valuation, economic damages, forensic accounting and solvency issues.
Leagle.com, January 11, 2017