I have been organizing a list of common corporate strategy myths and misconceptions from discussions in my MBA class. Curious to hear others' thoughts on what is missing, unclear, or interesting. Part 1: M&A Deal and Process Myths & Misconceptions. 1) Most M&A fails.2) Mergers of.

RT @petergklein: Re-upping this thread on state-owned enterprises now that the US President is getting into the game.

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Timeless wisdom is right, as this is Business 101 presented from a variety of angles, with pragmatism and common sense. All 15 practices more or less fall into the following three buckets:. 1) Understand, develop, nurture, and protect your sources of sustainable competitive.

I'd venture a guess that we are still very much in the "frenzy" stage (chart c/o Carlota Perez)

Great behind-the-scenes insights into how this wild Intel+US Gov deal (which I still think is a complete mess) came to be. I do like that Tan + $INTC board reacted immediately to try and solve it right away. I still think the deal only complicates Intel's already poor position.

RT @BrianCAlbrecht:

RT @PEoperator: You thought 401(k)'s were big, just wait until private equity figures out how to sell companies to the US govt.

I wrote a couple of papers on this. In the one cited below, I show that while divesting to PE may lead to lower seller performance, selling to PE-owned firms (e.g. platforms) is generally same as selling to non-PE strategic buyers.

PE isn't the boogeyman, nor is it a buyer of last resort. Many founders/shareholders happily sell to PE, and that's really the best-case scenario for them. But I wouldn't say PE is the best buyer every time, unless all other factors are equal. E.g. in terms of ability to pay.

I previously discussed Home Depot M&A strategy here: .

The battle for the "Pro" customer intensifies as Lowe's makes a $8.8B FBM acquisition in an attempt to keep up with Home Depot. It's always interesting to observe major competitors engage in an imitation race and employ largely similar strategies. Doesn't always end well, and.

For those interested, here are academic peer-reviewed studies cited above:

Does PE bankrupt PortCos more often? Is leverage evil, at least when it comes to PE? . The answer is likely NO, or at least the truth is more complicated, and we have peer-reviewed research to guide us. First, a few general observations:. 1) On average, PE is more likely to.

RT @GordonBrianR: There is one sure bet in all of finance: “this time is different” is not going to be different.

RT @RobertMSterling: CEOs, stop with the thread slop already. “In 2020, this man was the king of the business world. But then it all came….

Curious how comfortable OpenAI investors are with this "aggressive expansion" plan, given the highly competitive landscape, and the fact that aggressive diversification into very different markets and products is often a sure way to get into major trouble.

When analyzing a deal/investment and doing DD, there is often no replacement for seeing it for yourself, as illustrated in the thread below. Some of the most critical factors are often hidden and/or idiosyncratic and all but impossible to uncover without "popping the hood" and.

One of my all-time favorite classic strategy papers that doesn't quite look like a strategy paper at first:.

Obviously, books like Freedman's Strategy and On Grand Strategy by Gaddis are classic sources for broad strategic thinking across disciplines. Yet even in management, we do encounter interesting crossover work drawing on nonstandard settings and cases:.

Can business strategy benefit and learn from other strategy fields, i.e. political, military, etc?. I think so, and take a broad view in my classes. But, it is tough to publish interdisciplinary research due to the nature of peer review. Yet, some try and succeed in synthesis.

An interesting follow-up question is, who are the top business strategists today and in the recent past?. I often ask this in my MBA classes, and 80% of the time, the answers are predictable-ish: Jobs, Gates, Grove, Bezos, Oprah, Musk, Trump, Clintons and Obamas, Zuckerberg,.