Boeing Incentivized its Own DeclineUninvestable Boeing’s stock continues to slide lower, but it appears uninvestable until the new management team acknowledges how deep a…Sep 10Sep 10
Boeing Needs to Slim down, Bulk Up, and Pull Off A 787 Barrel Roll.Recent growth in the US has favored larger companies that consolidated — both through organic growth and acquisition. Now many of those…Aug 20Aug 20
General Electric’s break up is a model for the years to come.Some time in the 2000s, I interviewed for a job at a hedge fund. For some reason, I was asked what my thoughts were on General Electric…Aug 15Aug 15
SVB’s collapse was predictable; A CFO’s perspectiveThe CFO has one real task: Don’t run out of money. Everything else is adjacent. And I knew we had a problem that had nothing to do with us…Jun 20Jun 20
Managers: Be Open to Variant PerspectivesContrarian. Going against the grain. Variant Perspective. Not how we do it. Pain in the ass. There are lots of ways to describe those that…Jun 13Jun 13
Three Friends and A Hundred Enemies{Note: This was originally published three years ago (in 2021) on my own website (ayaggy.com). If I were to rewrite it today, I’d probably…May 7May 7
Delivered Gross Margin & Always Remembering The Big PictureA simple method to evaluate a DTC businessSep 16, 2020Sep 16, 2020
Maryland SteeplechasesI had never seen a horse jump that high. Just yards from me, Drift Society, ridden by Hadden Frost, soared over the third fence of the…Jan 22, 2020Jan 22, 2020