What problems are people currently facing in the world?
Top of mind, as engagement applications continue to grow (ecommerce (also driven by social)), I suspect mainframe transaction processing will only continue to sustain its relevance.
Need to research: how compute is allocated between mainframe and cloud.
Analysis to conduct: observe rate of growth in top mainframe users (financials, retails) and analyze versus increased growth in online applications (see Citi report); note that 96 of top 100 banks still use main frame. 9 out of 10 largest insurance companies still run mainframe
Sam Zell notes that deferral of marriage is impacting societal spending. Younger generations are staying single longer, opting for 24/7 living in urban areas. This also drives 8 additional years of disposable income.
- What information exists?
- What insights can we derive from this information?
- Regard the process: data analysis, visualization, modeling
Obvious use cases
- Public acquisitions: size, growth, multiple
- Resultant multiple uplift from select relevant transactions
- Upcoming acquisitions: funding raised to date
- European liquidity and culture of saving and investment with respect to the rise of credit-fueled economies of the future
- Who holds American student loans? What is the default rate?
- Macro Technology trends and future of OpEx/CapEx
- Political systems in Europe (French Nationalism) and future of American right (will it gravitate to the classically conservative British model)?
- Will the US raise rates in the face of European illiquidity, CBOE easing, and Japanese efforts to stabilize the economy?
- Credit Analysis as a framework for Equity Returns
- Capital Allocation Integration Framework (Part of Series: Future of OpEx profiles & S&P returns: sustaining improvements in profitability)
- NCL Recommendation
- China: McKinsey “5-Trillion Opportunity”
- Why banks are holding excess cash (and implications for Europe)
- Background: “Vision” for equity theses
- See: integration of switching barriers
- Aggregate notes from McKinsey “Valuation” (topics on revenue growth and ROIC)
- Finish and aggregate notes on One Up on Wall Street
- reference how memories are formed
- Reference learning styles
- reference neural correlates of emotional states (mainly, update investing model is a via Maslow)