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On November 20, 2016, ACV commented on Appily Ever After? A Digital Distribution Challenge :

Very interesting post! Do you think that competitive tensions with platforms such as Android will make Apple be more supportive with developers? My guess is that part of the reason why Apple has been able to maintain its leading position is because of its network effect. If developing apps for Apple is not that profitable for developers, they might start considering other platforms and making other networks stronger.

Very interesting post! I had never thought of the other side of the equation and how Warner could lever technology to find artists and enhance distribution. Do you think that these initiatives are enough to offset declining revenues as people start using more streaming services and are less willing to pay for content?

On November 20, 2016, ACV commented on Amazon: Revolutionizing The Shopping Experience Since 1995 :

Very interesting post! My biggest question for Amazon right now is if they will be able to break into the fashion world. The company has been investing heavily in this new vertical, but has faced some resistance from luxury brands as they don’t want to be distributed through the same channel as razor blades. In order to combat this image, Amazon has partnered with renowned fashion bloggers such as Chiara Ferragni and has started developing its own brands. Will it be able to compete with sites such as Net-a-Porter?

On November 20, 2016, ACV commented on The Future of News: The Washington Post :

It’s interesting how the Washington Post was able to reinvent itself with digitalization. In my previous job, we had some clients wondering if their valuation multiples would start looking more like technology multiples (significantly higher) as they started shifting their business models to digital. After doing some analysis we concluded that this wouldn’t be the case given the general trend that millennials don’t want to pay for news and the high costs associated with printing and delivery network. If the Washington Post manages to finish this business transformation and find other sources of revenue, it could generate a lot of value for its shareholders.

On November 20, 2016, ACV commented on A video game that transforms the job market :

Very interesting company and post! If employers are truly committed to the game, this could open some doors for first round interviews. My biggest concern, however, is what happens after that initial interview? Will interviewers truly believe in the predicting power of Knack and remove their own biases? As you mention, the game has to build some critical mass and create a network big enough for both employers and and potential employees to take it seriously.

On November 7, 2016, Alejandra commented on Climate Change and Brazil’s Energy Matrix :

I like the fact that you evaluate all the options available for Brazil with its pros and cons. It seems that the only way to prevent future droughts is raising the cost of electricity at some point in time. Does it make sense to divide the costs into short term and long term? Maybe options such as building wind and biomass plants are more costly in the near term, but will payoff in the future given the uncertainty of rain falling patterns over the next decades.

On November 7, 2016, Alejandra commented on Big box retailers and climate change :

Very interesting perspective on how the evolution of retail towards e-commerce is making retailers more conscious of their use of energy. Do you think that the impact on ROE is large enough that it will force other comparable companies to reduce their energy consumption in order to compete with Walmart? If that’s not the case, how could Walmart set these standards?

On November 6, 2016, Alejandra commented on Climate Change: Not Even Your Burrito is Safe :

I agree with you that the initiatives that Chipotle is currently taking are not enough to support its supply chain. Something worth mentioning is that they have a strong recycling program in place ( that they can leverage when educating their suppliers on the sustainability standards they will require for them in the future.

On November 6, 2016, Alejandra commented on Say goodbye to skiing as we know it? :

One of the hard things about convincing people to change their behavior to prevent climate change is that some of the effects are not visible in the short term. Vail can have a huge impact fostering change among its regular visitors by starting a campaign educating skiers on the tangible effects of climate change on one of their favorite sports. Thus people would not only reduce energy consumption during their vacation, but hopefully change their behavior throughout the year after seeing the effects of climate change first hand.

On November 6, 2016, Alejandra commented on Delta Airlines: Can It Soar to New Heights? :

Very interesting reading about the effects that climate change could have on the airline business. I would have never thought that it could go as far as affecting weight restrictions. Why do you think Delta hasn’t moved quicker with its sustainability plan? Maybe we need more studies quantifying the costs that climate change could have on airlines. Until Delta feels that this is a real threat, it will not make it a priority in its business plan.