Financial Post Columns
Financial Post: Red Flags on Two Green Stocks - Sept. 29 '07 (pdf)
Investors are going green. But warning signs on two potentially disruptive companies suggest some fast-rising issues are best left to the speculators.
Financial Post: Spotting Stock Patterns - Aug 14 '07 (pdf)
Spotting the patterns of disruptive competition can put investors ahead of the stock market. We look at two case studies in which we spotted the patterns early and the results surprised us. A little disruption goes a long way -- delivering big returns faster than we expected.
Financial Post: Pick the Next Apple Not Next Vonage - July 30 '07 (pdf)
Can the principles of disruptive innovation be used to pick stocks? A two year-experiment says yes. Firms with a high 'Disruption Score' were up 100%+ vs. the crashing stocks of companies with low scores.
Financial Post: The Barbell Workout to Avoid Mediocrity - May 22 '07 (pdf)
Long-surviving firms trend towards over-diversification, with risk-aversion and mediocrity setting in. Here's a management workout that restores balanced growth.
Financial Post: Fixing the Investment Research Business - May 4 '07 (pdf)
The equity research party is still running, but there are clouds on the horizon signalling change on Wall Street. This creates an opportunity for a new disruptive approach to combat commoditization.
Deal or No Deal? How to Boost Merger Success - April 2, 2007 (pdf)
Mergers are on the rise again, yet the success rate is low. A disruptive framework including three simple questions can boost success.
Nortel's 'Start-from-Scratch' Logic - Feb. 19, 2007 (pdf)
Nortel is exiting the current 'third-generation' wireless business to leapfrog to 4G. This 'start-from-scratch' approach helps companies think like a startup.
Rebels with a Cursor - Dec. 18, 2006 (pdf)
Eighty million young people born in the Internet era are now coming of age. A look at how to add value to the Net Generation.
Wal-Mart Won't Break the Banks - Nov. 6, 2006 (pdf)
Wal-Mart is a strong competitor, but its proposed entry into banking does not look disruptive.

