Category: Agribusiness, Meat, & Other Food
The Edge of the World (Cup)
Making investing decisions requires the same discipline around decisions that purchasing, sales, and pricing teams make every single day. So if that’s you, how are you finding your Edge? Here’s a great paragraph to consider: “Edge is a key element of Lux’s investment philosophy: Edge can derive from informational, analytical...
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Disney dares dynamic pricing; Will you?
You might be thinking, “But this is the meat business. To some degree pricing for even the most value added products are still tied to the commodity market and our customers are price sensitive, so this won’t work - we don’t have the flexibility Disney does.” I get it. There...
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Toys R Us or Cargill?
Before you decide, consider 2 recent articles. 1) Whether you were a Toys R Us kid or not, you probably know this company has gone from king of retail to asset liquidation. The demise of Toys R Us is partially a story about financing terms gone awry, partially a story...
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How risk aware are your commodity market decisions?
Human Plus Machine The DecisionNext approach blends the best insights from your market experts (humans) with data models. The trick is to bring them together in a way that unleashes the power of each, delivering more effective results than either could ever achieve alone. Both humans and technology bring something...
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Ego is the Enemy
In other words, the unchecked ego is the enemy of greatness. Or, for our purposes, the unchecked ego is the enemy of meat & poultry executives operating in a world that is increasingly complex AND changing at an accelerating pace. Here’s my hypothesis: effective meat & poultry leaders are constant learners with...
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