What problems are people currently facing in the world?
Category Archives: Questions
What is the relationship in growth between mainframe transaction processing and engagement applications?
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
What big social themes will affect the markets?
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.
A few important questions
Thoughts
- 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
Research Questions
- 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?
Questions
- 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
Short To Do List
- 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)