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ITHRON PERSPECTIVES · Launch Post What This Is — and Why It Exists
An introduction to Ithron Perspectives: what we cover, how we think, and what subscribing gets you that a one-time read doesn't. There is no shortage of financial and strategic commentary. There is a significant shortage of commentary that is analytically serious without being ideologically captured, historically grounded without being nostalgic, and willing to reach uncomfortable conclusions without dressing them in the language of either political tribe. Ithron Perspectives
MG
1 day ago6 min read
A monetarist perspective on 1973
The Monetarist perspective on the breakdown of the Bretton Woods system and the subsequent oil shock involves the interplay of various...
MG
Oct 30, 20232 min read
What can mixing a hit record teach us about corporate strategy?
Last week I had the pleasure of meeting Bob Clearmountain at the AES show in New York. The art of record mixing, particularly from...
MG
Oct 30, 20232 min read
Corporate development and investor relations in growing orgs: in house or partner?
When a growing organization navigates strategic growth, collaborating with an external advisory firm specializing in investor relations,...
MG
Oct 30, 20231 min read
Corporate development: do we need it in house?
When considering the strategic growth of a smaller, expanding company, partnering with an external banking and advisory firm like Ithron...
MG
Oct 30, 20231 min read
Corporate development for growing media companies
A growing media company might consider building a corporate development group for various reasons, and working with a specialized firm...
MG
Oct 30, 20232 min read
Can an AI understand a poem? Is it intelligent if it can't?
The capability to understand a poem is just one aspect of intelligence. While traditional human intelligence often encompasses a broad...
Ithron
Oct 30, 20232 min read
Is a machine intelligent?
The question of whether a machine can be considered intelligent is a subject that has intrigued philosophers and scientists for decades,...
Ithron
Oct 30, 20232 min read
Eight Billion
The world population has just reached an estimated eight billion people. The relationship between economic growth and population growth is a
MG
Nov 16, 20221 min read
Thought Laggardship
leadership development, thought leadership, bias, corporate culture, corporate communications
MG
Nov 9, 20222 min read
ZIRPocalypse
A few weeks ago, I made a post on here suggesting that a fed funds rate of 8% would be needed to address 8%+ inflation. You could hear a...
MG
Oct 31, 20221 min read
SaaS Thoughts (October)
aaas layoffs, demand, b2b, venture-backed, venture capital, competition, Michael porter, profit, federal reserve, saas, salesforce
MG
Oct 30, 20221 min read
Ithron Newsletter Vol. 2
Strategy & Markets How boards plan for the disasters that no one wants to think about AT&T strategy bears fruit during COVID pandemic...
MG
Sep 11, 20203 min read
Doubling Your Bottom Line with an 'Intentional Culture'
"Culture is how you get things done" says Bill Higgs, founder of Mustang Engineering, one of the 500 fastest growing companies in...
MG
Sep 5, 20201 min read
Ithron Newsletter: Volume 1
Vol 1, 30 August 2020 Welcome to the Ithron Newsletter. We're playing with the format, but the goal is to share what we're reading...
MG
Sep 5, 20202 min read
The CEO Whisperer: Why the Best Leaders Have a Thinking Partner Nobody Knows About
There is a category of advisor that doesn't have a clean name in the business world. Not a coach. Not a consultant. Not a therapist. Not a mentor in the traditional sense. Something more like an intellectual interlocutor — a person with enough range, enough credibility, and enough honesty to be useful in the conversations that matter most and are hardest to have. The best leaders I've worked with and observed have had at least one person like this in their lives. Often nobody
8 hours ago4 min read
Music and Film IP Valuation: How Content Assets Get Priced in a Deal
The market for music and film IP has transformed over the last decade. Low interest rates, the growth of streaming, and the entry of institutional capital into content rights created a period of historically elevated valuations for music catalogues, film libraries, and other content assets. The environment has shifted since 2022, but the fundamental question — how do you actually value a music catalogue or film library in a transaction? — remains as relevant as ever for buyer
8 hours ago3 min read
What Private Equity Actually Does to Portfolio Companies
Private equity has a cultural image problem. Depending on who you ask, PE firms are either disciplined operators who create value through professional management and strategic focus, or financial engineers who load companies with debt, fire employees, and flip assets for a quick profit. Both caricatures contain some truth. Neither is accurate as a general description. If you are a founder considering a sale to a financial sponsor, or a management team being acquired by one, h
8 hours ago4 min read
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