Strategic Programs

Innovation,

forward looking

Scale

Fully experienced parties only

Consumer facing, ‘4-dimensional’, as it were, game-winning programs that endure – hard-wired, interfaced – not fads, interacting with real world assets c/with positive feedback loops.

40+ years experience on the ground, internalizing multiple customer facing endeavors with medium scale staff experience

Market Planning – where you can be now and for the next 10 years

Internally self-financed deals

Aided and abetted by:

Peter Drucker – Management by Objectives – our version

Distilling a long-term winning edge

Objective – a complex of elements in the marketplace going forward – category re-identification, category dominance, moat

Plan – winning formulas c/w moats

Method – address execution, people, management material

Measurement – what and how to measure

Growth – levels I, II, III

Scale

big – $2.0 B – $20 B

vbig – $20 B – $100 B

vvbig – $100 B +

small – $1.0 B – $2 B

small  – singular points of interest. !$100mm value

Programs referenced below yet to be engaged

Consumer facing

random order

Market Planning – we will share our market planning principal with you.

Water – Consumer facing, recurring, compelling – vvbig

Video games, self-defining – vbig

Specialty website for business – vvbig

New ‘Harry Potter’, structural inc merchandise – vvvbig

Heart Fund – quick niche beginning, grows to vbig

Ancillary

Whole Foods – reorg – dominant positioning – vvbig Revenue +25% Free cash Flow  +100%

Fitness /health dimensional formula – structural, proprietary method

Fox Broadcast Corporation – capture and own the most topical word of our times  secondly – reorient; broaden, deepen – also, as it turns out, with a single word – big bang from there

Holt’s – change, reorient, add dimension

Strategic Food and Bev

Gin, complex, moat – big

Birra – big

Cdn champion beer – big

Cdn stylized whiskey – s, winner

Vodka – ‘Belvedere’ – any premium brand – big

Johnny Walker – orient and reorient – revenue +25%, free cash flow +100%

protein – big

‘crude oil’ – small but big

new coffee – vvbig

water /veggies – large scale, .gov w/ outfrastructure (sic)

“If you drive your car through the rear-view mirror it will crash” — GY

Edmonton – vbig

Philadelphia – singular identity

Cincinnati – long term identity

Community League – overarching non-political political – vbig

Education system – exponential complexities

veggies /water – reprise

Blackberry – 25% of the market – vv

‘belts’ – big

art, antiques – sf

RE – Olympic level ROIC, RORC, ROTC

Polo Club vvbig

Urban complex Club living – big

office x XY vbig

medical x 4-6 big

single lot – vbig

“Vanc” waterfront big

Fashion center vvbig

Specialized – specific glamour element – vvbig

Sears had it all for that long moment. The department store given to Walmart, the catalogue to Amazon.

Housing, w/Xium Capital Strategies – N.A. reach

Lance – stylized, topical, vvv

ericaa – upscale econo, big

‘downsizing – specific program vvv

transportation factor vv

rental – x 4 vvv

‘Hollywood” v

“The greatest challenge to any thinker is stating the problem in a way that will allow a solution” — Bertrand Russell

Resto – all vbig – reinforcing complex revenue

   small x 4 – each vbig – small window startup – small cash. $1B+ each

   Hornby model –

   bake theory – vvbig

   burger – thoroughly dimensional

   big 4 food group regional – ave

   DQ – moat, sales 25+%, FCF +100%

   Red Lobster – I can save Red Lobster – do I want to save Red Lobster?

   Panera – small point leads to big – revenue streams

   Vegetarian –

   Coffee shops seriously involved programs

   Pizza – yes, there is big room to innovate, room to dominate

J P Morgan Chase – dominant to the future dimension

Autos – correct analysis but complex. However, is the future

   Others surely have considered pretty well every dimension (do they actually see?) – can only go in this direction

Dogs bark because they think you are going to steal their food. VPs similar. Most have arrived at the finish line – title, salary, group bonus, holidays, perks, a little status. Our work is already done – not easy getting past, around, through this layer to talk real ROIC, RORC, ROTC, c/w real customer interface. Are you at the starting line or the finish line? We are starting…”

Sporting game theory

– Hockey – 2 guys understand

– Chess, teaching – one GM knows

– how to hit a big league baseball – different metrics

– how to hit a golf ball – what they don’t tell you

– soccer teaching very young players

– soccer, shootout

New golf equipment – big, for golf

Singular identity Golf Course – big – real sense of excitement, worldwide talking points, dimension

Interest rate theory – correct alternative, money basis theory

MMT – redone – a short paper

T h i n k i n g R e q u i r e d

Committees are not the easiest thing to deal with as there are always people on them happy to advance their cause at the expense of someone else, grab a promotion and arrive at the finish line – where we are just at the starting line. Those people were at the finish line before the meeting started – already finished before getting out of the gate.

Do with love of truth and humanity, as opposed to self-love. Love yourself, careful not to fall in love with yourself.

Fees

$0 if you don’t utilize the program

$0, also, if you do, as it were. Pay out a portion of the win – some cash + PIK, options

Communication via Schrodinger’s cat. Your lawyer, our lawyer, + lawyer in the middle

Drop us a line