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LinkedIn Posts: Business Insights from Q1 2017

12/7/2017

Comments

 
Hello! Welcome to my new blog series!
What is it about: 

​I write posts on LinkedIn often to add my thoughts/analysis, as a way to reflect on relevant business dynamics/news that excite me. As LinkedIn doesn’t (yet) let publishers combine posts into an article, I’ve decided to compile posts myself, periodically. In this series of blogs, I intend to publish a collection of my select posts by the quarter (they appeared in). This will hopefully be an opportunity to stir discussions around the themes discussed.
Picture
If you feel like adding to thoughts/debating/adding facts/opinion, I’ll be glad if you comment on the original posts (clicking the pictures will take you to the respective original post).
If you feel like sharing the insights, I’ll be really glad if you share the blog posts or original posts on LinkedIn.
Some points before you read posts:
  • As the collection of posts is sorted by quarter only: while posts may follow an ongoing time-sensitive theme; they’re by nature, not supposed to be linked to one another.
  • I recognize that documenting opinions from past does carry a risk. While the facts stated and analyses presented in the posts should remain valid, I’d like to note that my thoughts/opinions on subjects presented may have evolved/changed over time, and should not be assumed to have stayed the same.
  • Some posts have a picture centered and blurred (where the whole picture isn’t visible and center is zoomed and blurred). This is due to the way LinkedIn presents wide pictures in a vertical feed (I hope this becomes better, but for now..)


:​​This blog post is compilation of LinkedIn posts that I authored from January - March 2017.
Themes discussed are:
January:
  • New Year wishes (2017)
  • US Construction Spending (late 2016)
  • Crude oil prices: 2016 Review
  • 2016: M&A Review
  • Obama Economy: Summary
  • JP Morgan Healthcare Conference: The good and bad
  • Biotech deals: Mars’ acquisition of VCA, Takeda’s acquisition of Ariad Pharma, Valeant’s sale of assets
  • Drug pricing: Need for CEOs to team up to soothe the tone of political commentary.
  • President #45: Start of the presidency
  • Pharmacy M&A: Update on Walgreen’s acquisition of Rite Aid
  • Immigration: Tech industry’s reaction to immigration ban
February:
  • Idea Fallacy
  • Brand value: Google vs Apple
  • Role of immigrants in today's unicorns
  • Yelp's Strategy problem
  • Groupon's Hyperlocal problem
  • Delta's bonus program
  • Companies that will benefit most from Tax Cuts
  • Restaurant M&A: Popeye's sold to RBI
  • Warren Buffett's Annual letter
March:
  • Brexit's overblown fears: Case of Priceline
  • State of economy and housing market 
  • Snapchat IPO: I suggest avoid 
  • Womens' Day
  • One of the world's worst hedge fund trades
  • Semiconductor M&A: "Data is the new oil"
  • Tight labor market: Impact on Dollar stores
  • Rising Professionals' in Project Controls

Posts Below :
Clicking on pictures will take you to original posts on LinkedIn

January 2017 :

  • New Year wishes (2017)​
Picture
  • US Construction Spending (late 2016)
Picture
  • Crude oil prices: 2016 Review
Picture
  • 2016: M&A Review
Picture
  • Obama Economy: Summary​
Picture
  • JP Morgan Healthcare Conference: The good and bad
Picture
  • Drug pricing: Need for CEOs to team up to soothe the tone of political commentary.
Picture
  • President #45: Start of the presidency
Picture
  • Pharmacy M&A: Update on Walgreen’s acquisition of Rite Aid​
Picture
  • Immigration: Tech industry’s reaction to immigration ban
Picture

February 2017 :

  • Bad Idea Fallacy
Picture
  • Brand value: Google vs Apple
Picture
  • Role of immigrants in today's unicorns
Picture
  • Yelp's Strategy problem
Picture
  • Groupon's Hyperlocal problem
Picture
  • Delta's bonus program
Picture
  • Markets: slightly overheated
Picture
  • Companies that will benefit most from Tax Cuts​
Picture
  • Restaurant M&A: Popeye's sold to RBI​
Picture
  • Warren Buffett's Annual letter:
Picture

March 2017 :

  • Brexit's overblown fears: Case of Priceline​
Picture
  • State of economy and housing market
Picture
  • Snapchat IPO: I suggest avoid ​
Picture
  • Womens' Day
Picture
  • One of the world's worst hedge fund trades​
Picture
  • Semiconductor M&A: "Data is the new oil"​
Picture
  • Tight labor market: Impact on Dollar stores​
Picture
  • Rising Professionals' in Project Controls​
Picture
Picture
  • If you made it till here, a big THANK YOU for reading! If you agreed, share it. If you didn't, let us know why.
  • Your participation in terms of liking/commenting/sharing the post(s), will be highly appreciated.
  • Next blog in the series will be about posts made in Q2'17. Till then, let me know your comments in the 'Blog post Satisfaction Survey' below. 
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