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How to design ESG programs that don’t get your CEOs fired? Here is the clue: Use AI.
Introduction At least two major activist investors (Bluebell Capital Partners, Artisan Partners) joined the calls for the removal of Emmanuel Faber, CEO of Danone (the French firm known for its yogurt products and bottled water). The board heard the message loud and clear, and Mr. Faber was removed from his position (see Figure 1). During
Nonergodic, history retaining trajectories of Disruptive Innovation
By: Al (Ali) Naqvi My goal in this article is to expand the traditional disruptive innovation investment analytical framework with the additional constructs of nonergodic nature of disruptive innovations. Funds have a tendency to formulate investment thesis based upon a technology’s innovation potential and not necessarily its innovation path. Potential based analyses absorb all the
Why analysts overlook the greatest opportunities?
Why analysts overlook the greatest opportunities? By Al Naqvi Reindustrialization is enabled by disruptive innovation, and historically, great transformation times offer opportunities to create powerful returns for investors. It is often hard for analysts to develop a perspective that allows them to make sense of such powerful developments. Why Financial Analysts miss the Reindustrialization Opportunity?
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How to reindustrialize?
Analyzing Storytelling About the Ukrainian Conflict: Countries and Firms
March 30, 2022
Note: This article series in no way minimizes the Ukrainian suffering. It is simply an attempt to analyze the storytelling applied by various entities in the Ukrainian Conflict. Humans have been telling war stories for millenniums. Many of those stories were about glorifying the victories and the victorious. Some detailed the brutality of warfare. Others
How to design ESG programs that don’t get your CEOs fired? Here is the clue: Use AI.
April 14, 2021
Introduction At least two major activist investors (Bluebell Capital Partners, Artisan Partners) joined the calls for the removal of Emmanuel Faber, CEO of Danone (the French firm known for its yogurt products and bottled water). The board heard the message loud and clear, and Mr. Faber was removed from his position (see Figure 1). During
Nonergodic, history retaining trajectories of Disruptive Innovation
January 28, 2021
By: Al (Ali) Naqvi My goal in this article is to expand the traditional disruptive innovation investment analytical framework with the additional constructs of nonergodic nature of disruptive innovations. Funds have a tendency to formulate investment thesis based upon a technology’s innovation potential and not necessarily its innovation path. Potential based analyses absorb all the
Why analysts overlook the greatest opportunities?
January 13, 2021
Why analysts overlook the greatest opportunities? By Al Naqvi Reindustrialization is enabled by disruptive innovation, and historically, great transformation times offer opportunities to create powerful returns for investors. It is often hard for analysts to develop a perspective that allows them to make sense of such powerful developments. Why Financial Analysts miss the Reindustrialization Opportunity?
On Focus
Investing in Reindustrialization
On Investment
Building a Fund
Analyzing Storytelling About the Ukrainian Conflict: Countries and Firms
March 30, 2022
Note: This article series in no way minimizes the Ukrainian suffering. It is simply an attempt to analyze the storytelling applied by various entities in the Ukrainian Conflict. Humans have been telling war stories for millenniums. Many of those stories were about glorifying the victories and the victorious. Some detailed the brutality of warfare. Others
How to design ESG programs that don’t get your CEOs fired? Here is the clue: Use AI.
April 14, 2021
Introduction At least two major activist investors (Bluebell Capital Partners, Artisan Partners) joined the calls for the removal of Emmanuel Faber, CEO of Danone (the French firm known for its yogurt products and bottled water). The board heard the message loud and clear, and Mr. Faber was removed from his position (see Figure 1). During
Nonergodic, history retaining trajectories of Disruptive Innovation
January 28, 2021
By: Al (Ali) Naqvi My goal in this article is to expand the traditional disruptive innovation investment analytical framework with the additional constructs of nonergodic nature of disruptive innovations. Funds have a tendency to formulate investment thesis based upon a technology’s innovation potential and not necessarily its innovation path. Potential based analyses absorb all the
Why analysts overlook the greatest opportunities?
January 13, 2021
Why analysts overlook the greatest opportunities? By Al Naqvi Reindustrialization is enabled by disruptive innovation, and historically, great transformation times offer opportunities to create powerful returns for investors. It is often hard for analysts to develop a perspective that allows them to make sense of such powerful developments. Why Financial Analysts miss the Reindustrialization Opportunity?
Improving Audit with AI
January 12, 2021
By Al Naqvi As scandal after scandal have destroyed audit credibility, the audit profession needs a total restructuring. One type of restructuring happened when PCAOB (regulator, Public Company Accounting Oversight Board) took control away from accounting firms’ self-regulation. The ongoing problems with audit are now forcing the exploration of new ideas. Some believe that the large accounting
How to put “S” in ESG? A guide for investment managers: AI does it for you
January 12, 2021
How to put “S” in ESG? A guide for investment managers: AI does it for you By Prof. Al Naqvi Reindustrialization and ESG do not have to be incompatible. AI can enable you to accomplish both. This article only focuses on the “Social” or S part of the ESG. The ESG movement has a strong
Neuralizing a Private Equity Firm
January 12, 2021
Neuralizing a Private Equity Firm By Al Naqvi This article reviews how to reindustrialize a private equity firm? NEURALIZING A FIRM Information technology (IT) is no longer a source of competitive advantage for companies. Too easy for competitors to copy. Too clunky. Too limited. Unlike artificial intelligence (AI), the legacy IT is deterministic and incapable
Continuous Learning
Capabilities
Finding the Right Asset
Analyzing Storytelling About the Ukrainian Conflict: Countries and Firms
Note: This article series in no way minimizes the Ukrainian suffering. It is simply an attempt to analyze the storytelling applied by various entities in the Ukrainian Conflict. Humans have been telling war stories for millenniums. Many of those stories were about glorifying the victories and the victorious. Some detailed the brutality of warfare. Others
How to design ESG programs that don’t get your CEOs fired? Here is the clue: Use AI.
Introduction At least two major activist investors (Bluebell Capital Partners, Artisan Partners) joined the calls for the removal of Emmanuel Faber, CEO of Danone (the French firm known for its yogurt products and bottled water). The board heard the message loud and clear, and Mr. Faber was removed from his position (see Figure 1). During
Nonergodic, history retaining trajectories of Disruptive Innovation
By: Al (Ali) Naqvi My goal in this article is to expand the traditional disruptive innovation investment analytical framework with the additional constructs of nonergodic nature of disruptive innovations. Funds have a tendency to formulate investment thesis based upon a technology’s innovation potential and not necessarily its innovation path. Potential based analyses absorb all the
Why analysts overlook the greatest opportunities?
Why analysts overlook the greatest opportunities? By Al Naqvi Reindustrialization is enabled by disruptive innovation, and historically, great transformation times offer opportunities to create powerful returns for investors. It is often hard for analysts to develop a perspective that allows them to make sense of such powerful developments. Why Financial Analysts miss the Reindustrialization Opportunity?
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Building Asset Management
April 14, 2021
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