Tag Archives: Polaroid

Improving Your Skills as an Investor (Reading about Apple), Indian Investor

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Reading Skills: Apple Case Study

Besides reading about great investors or pouring over your finance text books, you should broaden your perspective and read about industries and business founders. This reading–if done critically–will develop a more nuanced analysis of investments. I don’t know if AAPL is a buy or sell, it is in my too hard pile, but I found the two posts below from The Brooklyn Investor very informative. Do not underestimate the power of a genius. This case offers you a way to see how one investor applied his reading for greater understanding. A broad perspective of the world will help your investing. Remember that if you read the same sources, think the same way, then your returns will be at best average.

Comparing Apple’s leadership to Polaroid’s Founder

Interview with an Indian Investor




PS: Money Supply Aggregates are humming along at about a 11% clip. Bernanke is on fast cruise control.

For the third week in a row, 13-week chained money supply (M2-nonseasonally adjusted)has come in at 11.4%. We, thus, may have hit a cruising altitude as far as annualized money printing.
Here’s the climb over recent weeks.
5.1%, 5.6%, 6.6%, 7.1%, 7.5%, 7.8%, 8.2%, 8.4%, 8.7%, 9.0%,
9.3%, 9.6%, 9.9%, 10.7% 11.4% 11.4% 11.4%

Kodak-Polaroid Case Study from Chapter 13 of Competition Demystified

Case Study of Kodak’s Entry Strategy into Polaroid’s Market

HBS Case Study Part 1: Polaroid and Kodak 376_266 _1984 CS

HBS Case Study Part 2: Kodak vs Polaroid CS

This case illustrates Kodak’s ill-conceived entry strategy against Polaroid–a strong incumbent with competitive advantages.

This article http://www.technologyreview.com/blog/editors/27508/ shows why Kodak descended into bankruptcy. In my opinion, Kodak might have generated more shareholder value by focusing on protecting its film market while managing the business in run-off made by returning capital to shareholders. If Kodak wanted to compete in other markets, perhaps it could have spun-off subsidiarities to allow shareholders and other investors to have more choice in allocating capital.


Chapter 13 Kodak and Polaroid Case Study Analysis

Case Studies on Competition Demystified Chps. 12 & 13: Kiwi Airlines and Kodak vs. Polaroid

Housekeeping: I will return to posting next weekend. Meanwhile, you can work on two case studies.

Kiwi Airlines

Chapter 12: Fear of Not Flying: Kiwi Enters the Airline Industry

HBS Case:Kiwi Airlines CS

  1. Describe Kiwi’s entry strategy and explain why it was initially successful. Where did they go wrong and why?
  2. What is the evidence that there were no existing barriers to entry in the airline industry in the 1980s?

 Kodak vs. Polaroid

Chapter 13: No Instant Gratification: Kodak Takes on Polaroid.

HBS Case:Kodak vs Polaroid CS

  1. Detail Polaroid’s competitive advantages in the instant photography market.
  2. What were Polaroid’s responses to Kodak’s launch into the instant photography market?
  3. Was there an alternative approach for Kodak that might have been more successful?
  4. If you were running Kodak in the 1970s, what strategy would you have followed—given all the benefits of hindsight?