• Users > ROI: Cash is not King…?

    This contradicts my last note but hear me out. First, I will start with the corporate life cycle as explained by one of my favorite professor bloggers – Prof. Aswath Damodaran! He shares that companies have different lifecycles and their priorities and therefore valuation is determined by these lifecycles. It starts with “Start-up” (stage 1)…


  • Accretive > ROI: Cash is King

    Accretive or accretion means gradual or incremental growth and contribution. I believe using accretive sales and profit growth for advertising success criteria is simple, avoids the downsides of ROI and turns investment into profit which is what a Mature Growth company needs (See corporate life cycle here by Aswath for ‘mature growth’ definition). Optimizing for…


  • if everyone has it ≠ competitive advantage

    “if everyone has it then no one does”. Aswath’s view (here) is it is difficult to make more money vs. competition off a resource that everyone has or has easy access to. I like it. I will attempt to apply his concept to effective communication from the point of view of an advertiser. Specifically communication…


  • free my mind

    Writing …frees my mind …teaches me how to express myself better …organizes my thoughts …gives structure to my emotions …grounds me on what matters …keeps me honest …makes me a better person and it can do so for you too.


  • The Business: Printers

    It took us too long (3 hours) to buy a printer at best buy recently but it was worth it! II enjoyed the intellectual exercise of understanding what changed since we bought one 9 years ago…It was not the shopping experience. That part was awful. What changed: Unchanged:


  • Value Based Ad Yield Management…maybe?

    Subscribe so you don’t miss out on my next post! **************** Let’s try transposing Warren Buffet’s investment principles to media buying strategies. I’ll reflect on this again a month from now in case it does not make sense. Credit for Warren’s principles: https://www.sfu.ca/~poitras/BUFFET.pdf Warren’s Principles My Transpose 1 “It’s far better to buy a wonderful…


  • Ad Yield Management

    Ad Yield management is maximizing yield (revenue, profit, etc.) on your ad inventory. It involves finding and selling to as many advertisers who value what you offer the most. This means a publisher can end up with different sell prices for the same ad spot over the course of the day and that is where…


  • Media 101

    “The only true wisdom is in knowing you know nothing – Socrates” Follow the money! I’m starting fresh on what I think I know of media using a finance lens (cost structures, gross margins, core product vs feature etc.). My target is to share what I know starting January ’24. Look forward to it! Image…


  • The flywheel Effect

    The flywheel effect is when one win builds the next and the next and the next till each part of our wheel is literarily feeding each other. A few things seem to be true regardless of the outcome from it: So what are you waiting for, get a pen, a paper and see if you…


  • Optimizing to time

    Optimizing to time puts a very different lens on life. You recognize ….we have a finite amount of time to live ….we have high cognitive capacity for a finite amount of hours a day ….building experiences drives greater satisfaction more often than buying…stuff ….the importance of living in the moment with who and what you…


  • Your KPI

    The last 4 years of my working life have been dramatically better than my first 8! I shifted  …from short term outcome to sustained impact  …from optimizing money to optimizing time …from habits shaped by work culture to habits in service to a rich life with my family and I. The outcome is a healthier body,…


  • emissions: targeted ad > broad?

    My wife is always an inspiration to me! the latest? understanding how what I do in driving media effectiveness helps or hurts the environment! The big question is “do targeted ads emit more emissions than broad based advertising?” I do not know but maybe it does since there are so many touches required for it…


  • Opaque = myth

    Show me a space that is fragmented, without standards and opaque and I’ll show you one that is full of hypothesis, myths, he said/she said, heated debates and significant investment returns driven by value shifting at the expense of someone else versus value creation where everyone benefits! Say hello to cryptocurrency, NFTs, and yes…media! It…


  • horror movies

    Imagine this… It’s 10pm on Friday, it is raining outside and you’re getting ready to watch “Us” (trailer here) in your living room. You get the popcorn and a can of spicy rum coke ready and place it on your side table…..you turn on your large screen tv, search for Us on Apple TV, select…


  • Targeting is not a strategy

    never in history has it been as easy to find and market to the smallest viable audience as it is today.. never has it also been easy not do the deep work to design a viable proposition for the smallest viable audience. Instead media targeting is thought of as a hack to greater profitability without…


  • Living or Existing…

    Existing means doing the things you need to do in order to stay alive while living means doing the things you want to do in order to enjoy your life. Living to me means… ….being intentional on how I spend my time and with whom ….sleeping 8 hours a day comfortably ….being in touch with…


  • I can if…

    “I can if…” has been a phrase that has helped me shift conversations to a discussion of conditions, ideas, proofs and human speak. “I can if” opens the door for intentional thought, allows attention focused on the conditions required to make what’s hoped true and spurs healthier debates. Will I have a summer body by…


  • Good Enough is a superpower

    Good Enough is a superpower. A superpower that blossoms when we are selective on what parts of our life should simply be “good enough” (frankly 80% of things) and which ones require the intensity of focus, time, energy and more to push the boundary a bit further….not necessarily to perfection because that’s false self-belief but…


  • is Short term return bad?

    I vote for profitable revenue growth both in the Short and Long Term. The Long Term view is relevant because it is how moats and competitive edge is created and short term is necessary because it is when we capitalize on the moat and strengths we’ve created. In case you are wondering, I am speaking…


  • Constraints: Embrace it & focus

    Time to pivot and rethink constraints. Seth Godin in his post (HERE) sites constraints as a gift. A Gift that tells us where the boundaries are, a gift that helps us be focused on what we can actually do and should do, a gift that changes its form when it changes too, a gift that…