Counter Attack – Defending Against Alien Invasions
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EkaLore’s releases have discussed Alien Invasions, devastating market entries by companies with Money, Know-How/Tech, and resources. This...
arnoldkwong7
Nov 24, 20213 min
Zapped by an Alien
A competitive strategy tale for the Thanksgiving Holiday Today EkaLore is going back in time… to an Alien Invader that literally zapped...
arnoldkwong7
Nov 24, 20212 min
Winning Against Aliens Part 3
Pfizer vs. Moderna et. al This is the third in a series of posts about using superior expertise to blunt the effects of an Alien...
arnoldkwong7
Nov 23, 20211 min
Aliens May Be Closer Than They Appear in the Mirror
To date our Alien Invasion examples have been largely domestic. Alien Invasions can occur anywhere! The key indicators for an Alien...
arnoldkwong7
Nov 22, 20212 min
Back Of The Envelope - Alien Utility Industry Global Invasion
Our last BOTE provided an estimate of what Tesla might be able to gain as an Alien in the California electricity marketplace. Tesla is...
arnoldkwong7
Nov 22, 20212 min
Winning Against Aliens - part 2
Blunting an Alien Invasion using Expertise This post continues the story from our last post about how an industry incumbent, Pfizer,...
arnoldkwong7
Nov 19, 20212 min
Alien Invasion Counter-Attack - Pfizer v Moderna
This is the beginning of a new series of pieces on tactics that established market players can take to counter an Alien Invasion. The...
arnoldkwong7
Nov 18, 20212 min
BOTE - California Greening - Could Tesla Generate $50 K an hour for itself and its customers?
Our last Back Of The Envelope Post introduced the idea that Tesla is a classic Alien Invader to the Electric Utility market. Tesla is an...
arnoldkwong7
Nov 16, 20212 min
BOTE – Tesla Energy, A Software Defined Electric Utility?
BOTE’s are a way of cutting through complex industry jargon by oversimplifying to extract a bigger truth. When you hear the word Utility,...
arnoldkwong7
Nov 11, 20211 min
Tiny Aliens
In our post “Amazon vacuuming the cash out of retail” we introduced the concept of aliens; Category killers who come from a completely...
arnoldkwong7
Nov 8, 20212 min
Aliens Attack — Malls, Part 2
In post 1, we referenced the existing downturn for malls and the worsening outlook due to the pandemic. Today’s post discusses how...
arnoldkwong7
Nov 4, 20211 min
Aliens Attack — Malls!
The Death of a Retail Real Estate Investment Retail real estate investment focused for many years on the development and exploitation of...
arnoldkwong7
Nov 3, 20211 min
Sometimes, Even Aliens Fail
EkaLore has been focusing on Aliens for the past several weeks. By Aliens, we mean enterprises that enter a completely new market and...
arnoldkwong7
Oct 28, 20212 min
Amazon — Advancing its quest to vacuum your revenue
Our last Back Of The Envelope focused on Amazon’s money. Today we look at Amazon from an operational perspective. Amazon is striving to...
arnoldkwong7
Sep 22, 20212 min
Another Category Killer - Disney
Amazon, by all measures, is an old tech company. Founded over 27 years ago, it started by disrupting the retail book marketplace. Books...
arnoldkwong7
Sep 20, 20211 min
More Musings about Instacart and Retail Grocery in General
In our previous post, we considered the relative size of the recent Kroeger-Instacart collaboration. In this post, we compare how much...
arnoldkwong7
Sep 17, 20211 min
Musings about Kroeger & Instacart
“A billion here, a billion there, pretty soon you’re talking about real money” Kroeger and Instacart just announced a virtual convenience...
arnoldkwong7
Sep 15, 20212 min
Amazon vacuuming the cash out of the retail marketplace
On Sept 14, 2021, Amazon announced the hiring of 125,000 workers for 100 new distribution centers with wages of $18/hour and benefits....
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