business

Have we finally reached a conclusion in the US Steel-Nippon Steel saga?

For the moment, yes, but we'll see how the deal's parameters impact the state of play over the coming months / years.

Jun 25 •

Patrick O'Hearn

The konbini at a cross-roads.

Will these quintessentially Japanese establishments be able to withstand the impact of shifting demographics and M&A? Only time will tell.

Oct 25, 2024 •

Patrick O'Hearn

From pensions to 401(k)s

And shifting the burden of retirement funding from the employer to the individual.

Oct 15, 2024 •

Patrick O'Hearn

It is impossible to justify doing business in Xinjiang.

This isn't new, but was reinforced last month after the results of a social accountability audit on Volkswagen's operations in the region were leaked.

Oct 1, 2024 •

Patrick O'Hearn

Geopolitical earthquakes? Activist investors? Rival oil majors? Doesn't matter. Exxon always comes out on top.

The only thing that can seemingly slow the Company down is a global pandemic.

May 31, 2024 •

Patrick O'Hearn

Facebook stats!

A follow-up to my initial piece commemorating the site's 20th birthday.

Feb 8, 2024 •

Patrick O'Hearn

Happy 20th Birthday Facebook!

Twenty years after it launched and became a global phenomenon, what is Facebook?

Feb 2, 2024 •

Patrick O'Hearn

The Taiwanese manufacturer with an out-sized geopolitical impact.

Jan 8, 2024 •

Patrick O'Hearn

The geopolitics of Apple - pt. 2

Will Apple be able to 'derisk' from China? It will be difficult.

Sep 21, 2023 •

Patrick O'Hearn

The geopolitics of Apple - pt. 1

Over the last 15 years, China has been at the heart of Apple's growth into the world's most valuable company.

Sep 19, 2023 •

Patrick O'Hearn

Can Arm save the market (and SoftBank)?

As a tech company materially exposed to China, in a saturated market and not vital to AI, there are going to be questions about whether your high…

Sep 7, 2023 •

Patrick O'Hearn

Did Bud Light 'go woke and go broke'?

There is no doubt the boycotts hurt, but Bud Light was already declining. These just accelerated that trend.

Aug 10, 2023 •

Patrick O'Hearn

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