September 21
Last week I received several calls from media asking for comments on what has become the Mecca of innovation, Apple’s Special Events, where they announce the accessories of the global wealthy. If you think you're buying into a differentiated ecosystem or technology, think again —…
May 11
Since the Great Recession, the Four – Amazon, Apple, Facebook, and Google – have amassed a combined market cap greater than the GDP of France. The accretion of stakeholder value (for consumers, investors, and employees) is staggering. If we could suss out the underpinnings of…
September 22
The Worm Has Turned For the past decade, the loudest arguments waged regarding the Four (Amazon, Apple, Facebook, and Google) were about which CEO was more Jesus-like or should run for president. These platforms brought down autocrats, were going to cure death and put a…
August 11
Naked plug: Please pre-order my book THE FOUR: The Hidden DNA of Amazon, Apple, Facebook, and Google. Learn more via Barnes & Noble, your local independent bookseller, or, yes, Amazon. It's the story of a marketing professor, living in Santa Monica, who pretends to be…
April 21
Losses Are the New Black The relationship between investors / shareholders and firms has largely been the same for a century: We (investors) will fund losses for 1-3 years, and then you (firm) begin making profits you distribute back to us. No more. The firms…
January 6
Retail's Anti-Christ Too many stores, flat wages, changing tastes, and Amazon have created the perfect storm for retail. Today, all retailers are getting shelled. All, that is, except one. Amazon has become the Prince of Darkness for retail and occupies a unique position, inversely correlated…
Every Monday, get our insights on Markets. On Wednesdays, we'll answer your questions in Office Hours. And Thursdays we'll share a Conversation - this week, Dr. Marty Makary, a renowned surgeon and professor at Johns Hopkins, public health expert, and a two-time New York Times bestselling author, joins Scott to discuss his latest book, Blind Spots: When Medicine Gets It Wrong, and What It Means for Our Health.
