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Tenable: Undervalued Cybersecurity
Seeking Alpha· 2025-09-23 13:46
Experience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, comprehend and benefit from new ideas, technology, innovation and business models. In addition, living through multiple crises, tequila, Asia, dotcom, 9/11, the great recession and the Covid19 pandemia, plu ...
Nidec: Structuring For Higher Profitability
Seeking Alpha· 2025-09-11 09:17
Group 1 - The article emphasizes the importance of experience in analyzing diverse industries such as airlines, oil, retail, mining, fintech, and ecommerce, highlighting the value of understanding macroeconomic, monetary, and political drivers [1] - The author reflects on their extensive experience through various crises, including the dotcom bubble, 9/11, the great recession, and the Covid-19 pandemic, which enriches their analytical capabilities [1] - The article suggests that continuous learning and application of experience are crucial for unraveling new ideas, technology, innovation, and business models [1]
Sen. Elizabeth Warren: Mamdani is willing to try new ideas to bring down costs for New Yorkers
CNBC Television· 2025-07-18 15:30
But let's be clear, Montami ran this race because he said, "I can make government work for better for families on the ground. I'm willing to try new ideas to bring down costs for people who live in New York City." And I understand that big-time investors are freaking out about that because they can't quite understand how somebody is going to maybe make it to be mayor without having come and bent a knee to them. But that's not what he did. He went directly to the people.He told them what he wanted to do. I t ...