Thursday, July 27, 2023

Easier here

 Is the company in growth mode or optimization mode?

LFG is in growth mode as it has introduced new key strategic objectives focused on maximizing distributable earnings and capital generation. 

But are they? It's easy to give a press release saying, "we are in a growth mode" Bezos taught the world that saying "we are in a growth mode" keeps the dogs of  Wall Street off him for decades.



When your profit/loss looks like this you obligated by your coms team to say, "We are in a growth mode."



This is YogaBabble and it has some spelling mistakes. In a critical analysis of a company never be afraid to call out BS.

Great overview of the industry.

Great Five Forces - except... and there is a theme to me being critical here... the threats and rivalry. There are a dozen companies who could eat them up and spit them out tomorrow. Apple financial, Morgan Stanley, Amazon (the company you trust for everything else wants to offer you life insurance and financial planning... you already trust us with everything else... why not trust us with this?)Etc.


WAY too kind. Your assignment is NOT to swallow everything their coms team says. 

Everything else you have is boilerplate review... If I were grading this it's a B+.

This is a company that has one way to be successful - which its coms team has done pretty well: Make yourself as attractive as you can and hope some big boy bank asks you out at the next dance. 

In other words, the only way forward for them is a merger/acquisition.

Those are my two cents. 





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