Key Takeaways from the Institute of Directors Open House, 12-14 March 2018, London

Posted by Ken Sawka on Mar 27, 2018 6:24:18 PM

The Institute of Directors (IoD), founded in 1903 and awarded a Royal Charter in 1906 is an organization that supports and advocates for businesses and their leaders in the United Kingdom. The IoD serves its members by promoting free enterprise, actively lobbying to the government and helping set standards for corporate governance. Fuld + Company became a member of the IoD this year and were pleased to attend this year’s Open House, held from 12-14 March 2018 at the IoD’s stately headquarters just steps from Buckingham Palace.

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Topics: Competitive Strategy, Conferences

Supply Chain Shifts in the Ever-Tumultuous Health Industry

Posted by Robert Flynn on Jan 19, 2018 3:33:19 PM

Capitalism has its flaws. Economists as diverse as Adam Smith to Karl Marx would agree to this premise. Yet one strength that capitalism brings to bear in the marketplace is efficiency, particularly the ability to identify and capture substitute products and services when supply and demand constrains efficient market activity. Nowhere is this dynamic more apparent than in the seemingly ever-tumultuous health industry.

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Topics: Competitive Intelligence, Pharma, Scenario Analysis, Competitive Strategy, Robert Flynn, Pharmaceuticals

The Rideshare Opportunity in Kenya and Across Sub-Saharan Africa

Posted by Ben Price on Jan 16, 2018 4:04:51 PM

Nairobi, Kenya, the hub of East Africa, is a bustling city marked by contradictions – for example, it houses a combination of highly developed corporate high-rise offices and traditional African trade markets consisting of temporary kiosks and relatively permanent dukas. A more tangible contradiction is in transportation. A recent boom in automobile sales has plagued the city with horrendous traffic due to poor road infrastructure. Yet for those many who cannot afford to own a vehicle, transportation comes in the form of taxis, mutatus (buses), and Uber.

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Topics: Competitive Intelligence, Product Roadmap, Brand Insights, Scenario Analysis, Competitive Strategy, Early Warning

What are the Competitive Strategy Implications of Uber's European Regulatory Woes?

Posted by Ken Sawka on Jan 10, 2018 10:44:04 PM

Let me be clear right from the start – I loathe Uber. While I’m a big fan of ride-hailing services, I simply can’t give my business to a company that harasses its employees, whose CEO berates its drivers, uses questionable means to skirt regulation, and allegedly steals trade secrets from its competitors. I’m a Lyft guy through and through.

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Topics: Brand Insights, Industry Convergence, Merger and Acquisition, Competitive Strategy, Early Warning

Managing Regulatory and Political Risk

Posted by Robert Flynn on Nov 21, 2017 3:38:26 PM

In our paper The Global Economy’s New Frontiers, my colleague Nathaniel Emmons and I argue that when investing in emerging economies, companies can realize high returns but only if the risks are successfully managed. Transnational mining companies operating in Zimbabwe, for instance, are in crisis management mode following this month’s coup, impeachment of President Mugabe, and transfer of power to yet another strong-man. Not an unanticipated series of events given the political instability experienced in recent years, and something that needs intense effort to navigate.

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Topics: Consumer Goods, Healthcare, Merger and Acquisition, Competitive Strategy, Early Warning

CVS – Aetna: The Power of Strategic Competitive Analysis

Posted by Robert Flynn on Oct 27, 2017 2:46:39 PM

The Wall Street Journal and other sources revealed yesterday that pharmacy operator CVS Health Corporation has made an offer to acquire No. 3 health insurer Aetna Inc.  Wouldn’t it have been rewarding to have known the probability of such an acquisition?  Wouldn’t executives of Walgreens and Express Scripts or United Health Group and Anthem have benefited from an evaluation that showed the rationale for such an acquisition? Fuld + Company analysis produced in June 2017 did precisely that. Anticipating just such a move four months ago demonstrates of the power of competitive strategy.

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Topics: Competitive Intelligence, War Games, Early Warning Monitoring, Healthcare, Competitive Strategy

Don’t Underestimate WeWork

Posted by Ken Sawka on Sep 20, 2017 3:28:18 PM

Co-Written by Robin Kao

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Topics: Consumer Goods, Innovation, Competitive Strategy

What Medical Marijuana Means for Pharma Companies

Posted by Karl Varkey on Sep 8, 2017 9:37:53 AM

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Topics: Innovation, Competitive Strategy, Pharmaceuticals

The Future of the Connected Car Industry

Posted by Ben Price on Aug 9, 2017 3:06:21 PM

 

The recent launch of Tesla’s mass-market vehicle, the Model 3, has people wondering what the connected car landscape will look like in the future. Tesla projects exponential sales growth, vastly exceeding current production capabilities. While Tesla is at the forefront of the headlines, other automobile manufactures, entertainment platform companies, data management companies, software and hardware companies scramble to dictate standards and stay relevant to the market dynamics of the automobile. What does this mean for the future of the automobile? Companies will partner, merge and acquire to avoid obsolescence caused by this breakneck speed of technological automobile innovation.

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Topics: Innovation, Competitive Strategy

Transparency into Drug Pricing: Can it help with the high drug costs?

Posted by Malini Solanki on Jul 27, 2017 3:48:16 PM

Drug pricing became a topic of common and passionate interest in 2015 when Martin Shkreli, then CEO of Turing Pharmaceuticals, dramatically increased the price of a single Daraprim tablet - from $13.50 to $750.00, the price of an average lunch to that of a large household appliance. The interest intensified in 2016, when Mylan increased the cost of the EpiPen by 400 percent. Public outcry was intense and politicians were forced to act, holding hearings that are only now rivaled by probes into Russian election interference.

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Topics: Healthcare, Competitive Strategy, Pharmaceuticals

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