Jason Bourne

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On November 26, 2017, Jason Bourne commented on McLaren and Brexit: Driving towards an uncertain future :

A very interesting and seemingly rare positive outcome of Brexit! From your arguments it does seem that Mclaren seems to benefit even in the event of a Hard Brexit , given it sells 80% of its products to Non EU locations. Mclaren being a high end car, even if prices of commodities like steel etc rise , it won’t be affected as it uses carbon fibre for most of its products. Mclaren should focus more on selling international locations to take advantage of the currency arbitrage of a weakening Pound. Being a luxury sports car manufacturer I would assume it cannot suddenly buy manufacturing plants and increase capacity, as the demand-supply for luxury vehicles is self regulated. To answer the question of whether Mclaren can be a British brand out of Britain, jaguar the quintessential British brand has its biggest market as china today. So as long as Mclaren’s engineering is in England,I would assume its brand identity wouldn’t suffer.

On November 26, 2017, Jason Bourne commented on The Little Smoothie Company that Could Faces the Big Bad Brexit :

Interesting read. Assuming its a foregone conclusion that the value of the Pound decreases after Brexit, it might also be true that costs of running a business in Britain decreases. For e.g. wages, rent etc. COGS are obviously the biggest source of costs for a company and hence innocent might have to look at sourcing locally at the expense of taste, given price sensitivity in this market is high. In the intervening period however, they should draw up plans to either increase inventory or hedge with developing new supply sources.

Very interesting read. To the questions posed, its unclear why Patagonia should take further initiative than it already is in lobbying for carbon caps for apparel firms, which might be seen as a protectionist or anti trust move. Patagonia already seems to be the leader in sustainable apparel and there is no imminent threat to its supply chain due to climate change. Shifting production locations closer to retail locations will decrease not just transportation related CO2 footprint but also possibly bring costs down for end consumer. Beyond the incremental improvement in their carbon footprint, I would argue that lobbying for carbon caps is not Patagonias responsibility , though they could possibly capitalize on brand goodwill.

On November 25, 2017, Jason Bourne commented on Time, Tide and… Massive Capital Expenditures, Wait for No One :

Very interesting read !

To answer second and third questions i would say its both appropriate for navy to allocate budget and there also needs to eb an additional official fund . The Navy is responsible for ensuring sustained protection, even if it comes at the expense of indirect capital expenditure.

I was also wondering about the inplication of increasing geo storms due to climate change on naval fleets at sea. Does unpredictable storms impact navys ability to perform its duties ?

On November 25, 2017, Jason Bourne commented on Can Macy’s Stay Competitive? :

Interesting article ! The way to go ahead in retail space definitey seems to be “click and mortar”, a combination of both online and offline stores. Macys having such a significant physical presence and brand recall should definitely capitalise on the same when it builds its online presence . The suggestions you have given for the same are definitely thought provoking . Macys has always been known as the family store with a holiday association and it needs to revaluate what that means in a digital era . It would be interesting to see what changes that would entail for its supply chain

On November 22, 2017, Jason Bourne commented on Nio – A Chinese Tesla Disrupting The World’s Supercar Industry :

Great Essay! Electric cars are definitely the future manifested today. But approaching it purely from a cost dynamic though, one might need to question what happens in the event of discovery of new sources of oil or other fossil fuels in the world. What happens if the oil industry reduces prices due to excess supply? In that event he cost dynamics of EV industry would look less attractive for a consumer. As it stands the success of EVs depend on the continued reduction in battery cost. Which in turn is dependent on wide spread adoption and increase in energy density. In countries like India there is also a question on how “clean” the electricity generated for use of battery charging is and how quickly the charging infrastructure in the country can scale up . But in China these concerns seem to be addressed.

On November 22, 2017, Jason Bourne commented on Smartmatic: the role of blockchain in enabling elections :

Great area of application for Blockchain! I was wondering if this decreases the overall cost of election process? By bringing in efficiencies of scope one would assume an automatic decrease in overall costs, but specifically in case of technology disruption it would be interesting to understand what steps/jobs in the VSC would be disrupted and besides security where else opposition for the idea might erupt from.