a proposal for a crowd sourced investment theory:
The chances that a company will turn around are inversely proportional to the number of articles written by experts telling management how to turn around the company.
Turn around chance σ 1 / No articles
support material (one of many)
Generally, fixing any complex problem comes down to three steps: breaking the problem down into components, conducting triage and deciding which components to fix and which ones to get rid of and, finally, prioritizing these components and devoting resources to them.
If you don’t break the problem down and follow these steps, then you’ll likely just deal with the symptoms of the problem but never actually fix it.
This is Hewlett-Packard’s issue at the moment. It’s the result of a multiple CEOs with different strategies trying to fix the company using different methods. What started as a simple problem—to make HP relevant and interesting again—has become a complex mess.
Microsoft spent billions developing and marketing Windows 8, but by all accounts it’s proving to be a tough sell. Consumers just aren’t buying into the hybrid tablet/PC operating system. I’ve maintained all along that there’s some great technology behind Windows 8, but Microsoft needs to do more to make it both user- and merchant-friendly.
in this one, he only spells out the problems but does not tell them how to fix the situation!