Came across this company in the April 2nd Fortune Article. Recommended buy at $7 and at $10 as of 4/23/07.
Provides a network and hardware for serving ads on digital signs. Interesting upcoming industry in the world of digital advertising.
A couple links:
Ronin Wireless
Digital Retailing Expo - Navy Pier, May 16 & 17
Burkhart Advertising - Billboard and Digital Signage company - South Bend, IN
Convergent Technologies - tech and services company around digital media
Monday, April 23, 2007
Wednesday, April 18, 2007
Industries in a Great Transformation & Macro trends
With great change comes great opportunity:
The following industries will continue to go through great transformations:
Residential Real Estate - data becoming much more available - agent model will continue to shift as buyers and sellers get more informed
Media and Advertising - rise of digital media continues and the consumer taking more control of who can advertise to him/her and when
Trends within this space include - digital media at the local level, video, mobile and the new marketing opportunities that arise with a new medium
Health Care - major reform on the horizon could change the landscape of how people ascertain services and doctors and specialist market themselves for these services. Baby boom population also starts to hit at the sweet spot in this industry
Other major macro trends:
Going Green - all companies are buying into this movement as there are now financial incentives to save money as well as new businesses to start up to provide green services and products.
Growth of Small Business - the number of small companies will continue to grow and represent an even larger portion of GDP (current word of mouth estimates are 2/3rds of GDP "small" businesses). Drop in the cost of software and other systems that used to only be available to large corporations (ex Saleforce & CRM) allows individuals and small businesses to leverage similar benefits. Advancement in the net and communication breaks down barriers and improves collaboration efforts and decentralized business efforts
Outsourcing - leveraging smart, less expensive resources around the globe. Again, advancement in communication and collaboration tools allow this to become a driving force in balancing out the standard of living across the globe.
The following industries will continue to go through great transformations:
Residential Real Estate - data becoming much more available - agent model will continue to shift as buyers and sellers get more informed
Media and Advertising - rise of digital media continues and the consumer taking more control of who can advertise to him/her and when
Trends within this space include - digital media at the local level, video, mobile and the new marketing opportunities that arise with a new medium
Health Care - major reform on the horizon could change the landscape of how people ascertain services and doctors and specialist market themselves for these services. Baby boom population also starts to hit at the sweet spot in this industry
Other major macro trends:
Going Green - all companies are buying into this movement as there are now financial incentives to save money as well as new businesses to start up to provide green services and products.
Growth of Small Business - the number of small companies will continue to grow and represent an even larger portion of GDP (current word of mouth estimates are 2/3rds of GDP "small" businesses). Drop in the cost of software and other systems that used to only be available to large corporations (ex Saleforce & CRM) allows individuals and small businesses to leverage similar benefits. Advancement in the net and communication breaks down barriers and improves collaboration efforts and decentralized business efforts
Outsourcing - leveraging smart, less expensive resources around the globe. Again, advancement in communication and collaboration tools allow this to become a driving force in balancing out the standard of living across the globe.
How do you fix health care - Fortune aricle 3/19/07
Fix the health care system: Raise taxes
Sometimes, raising taxes just makes sense. Even to conservatives. Fortune's Matt Miller explains why.
Full article can be found here.I've seen this idea a couple times about how a tax increase can be used to relieve corporations of supporting the health care system in america.
Have seen additional articles around using the VAT tax to support this increase. Good for corporations, requires more discipline from the insured and can incorporate the current uninsured.
Tuesday, April 17, 2007
Home Building going Green - Fortune article 3/19/07
The first certifiably green mansion
Earth-friendly no longer equals Space Age design. Welcome to EcoManor, built in Atlanta by Ted Turner's daughter. Fortune's Patricia Sellers takes the tour.
See full article hereGreat example of how incoporating evironmentally sound ideas in home building can save costs. Interesting opportunity to provides services and solutions to home-building market around this concept
Here are some follow on links to some of the suppliers and resellers that made this project possible
Interior Media - Atlanta company that does mid to high end electronics installation for audio, energy mangagement, lighting, etc. Here is a summary of the EcoManor project.
Crestron - supplier of the energy management system that Interior Media used for EcoManor. Work through a dealer network to distribute products
Niles Audio - audio solutions for the EcoManor project
Apple Retailer Powerhouse - Fortune 3/19/07
Apple: America's best retailer
The high-tech wundercompany has landed - not only on our street corners and in our malls, but also for the first time, on the top 10 of Fortune's Most Admired Companies.
Full article can be found hereAnother way that Apple went against conventional wisdom and used creativity and strong brand to create new retail experience.
End of Garbage - Fortune Article 3/19/07
The end of garbage
Can you imagine a world of zero waste? Cities and towns across the world - and a surprising number of companies - have adopted that goal, says Fortune's Marc Gunther
See the full article hereInteresting approach to our garbage and environmental challenges.
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