Strategy Driven

MARCH 18, 2011

Large downturns (such as this recession), technology disruptions, or regulatory shifts create discontinuities that simply accelerate the industry’s evolution toward this equilibrium state. Companies today operate in a business environment that encourages incoherence. times EBITDA (compared to average multiples of 15 at the time).

Resources 51

Resources Industry System Strategy 51

Harvard Business Review

JUNE 29, 2012

For years, companies have been pouring money into people, processes, and technology that can help them manage risk. They clearly generate higher growth in revenue, EBITDA, and EBITDA/EV. Companies in the top 20% of risk maturity generated three times the level of EBITDA as those in the bottom 20%.

Risk Management 15

Risk Management Maturity EBITDA Management 15

Harvard Business Review

APRIL 5, 2017

While a laudable effort in principle, measuring a company’s tendency to make myopic operating and investing decisions is fiendishly complex. But the other indicators probably pick up legitimate differences in how companies in the sample operate, as opposed to whether they are myopic. Creative accounting measures.

EPS 12

EPS Metrics Depreciation Short-term 12

Harvard Business Review

MARCH 28, 2013

More goods get where they need to go and micro sellers remain in business, ready to resume normal operations when the flood is over and the NGOs fold up their tents. Here’s Where They Make China’s Cheap Android Smartphones (Technology Review). Here's Where They Make China's Cheap Android Smartphones (Technology Review).

Supply Chain 8

Supply Chain EBITDA NGO Taylorism 8

Harvard Business Review

OCTOBER 2, 2012

and EBITDA margins are 47%. In the hyper-competitive world of technology and consumer Internet, it is hard to find a company that is pound for pound as profitable as TripAdvisor. The chart below shows their financial performance over the last few years, with forecasted 2012 revenue of $767M and EBITDA of $339M. Think about that.

EBITDA 11

EBITDA Engineering Travel Business Model 11

Harvard Business Review

OCTOBER 20, 2014

And this addresses the commercial value creation question – P&G’s mindset was to create operational efficiencies that would contribute to healthy EBITDA margins. The process also includes a determination of how much of the activities are classified as capital expenditures versus ongoing operating expenses.

Discounted Cash Flow 8

Discounted Cash Flow P&L NPV EBITDA 8

Harvard Business Review

SEPTEMBER 27, 2012

And of course, complex models demand huge volumes of data, are susceptible to computational errors, and hinge on assumptions about unknowable variables such as disruptive technologies that, if wrong, can throw off the results. Within three years, ALL's Brazilian rail operations had increased revenues by 50% and tripled EBITDA.

Strategy 9

Strategy Proposal Guidelines Net Present Value 9