Andy on Twitter

  • Quarter final super rugby and the stadium looks pretty empty. Sad state of super rugby in AU,
  • Agree with Mark - don't get it. Don't need to be reminded that my sandwich was a beauty chook. ,
  • I just published “The Cannes Conundrum” ,
  • Church in London has a little cafe in the entrance serving Allpress coffee. How good is that. God and coffee to go. ,
  • That flight to London is one epic trip. Thanks for an enjoyable flight.,
  • Must read for all marketers... ,
  • ... instead correlate TV to commercial outcomes, not online viewing ,
  • ... but buying TV so people watch you on YouTube while trying to sell Tide... that's more than strange ... ,
  • Another reason TV is so important a part of the Mix - spillover into online engagement ... ,
  • Well that's a change. Might be better to focus on the tech stuff though. And the need for lots of it. ,
  • Some beautiful coffee kit here... ,
  • Further evidence that the IRB are nearly as out of touch with rugby performance as the ARU ,
  • Acquisition is important for growth... But if its is just replacing loss, it isn’t growth – it’s just churn .. ,
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Spanking Analysts…

I’ve had many "moments" with analysts – all flavors in fact. These include "moments" where I’ve recommended companies stop funding certain industry analysts. But that is very different than Altera’s moves covered in the NYT this morning. They are cutting a financial analyst out, claiming it is not in the interests of shareholders to work with him. Bad move on their part. No need to do business with them if you don’t like their views, but I beleive companies have a responsibility to communicate.

First, this sends entirely the wrong message to shareholders. So you are going to make calls on who gets to ask questions and who gets information? As a shareholder I want you to be entirely transparent. Opacity is a reason to sell, not to buy. Assuming we don’t have the smarts to read and interpret research is insulting.

Second, we’re in the Participatory Age. That means fostering participation through engagement and transparency. It doesn’t mean cutting out people whose opinions you don’t agree with when you have a responsibility to deal with them on behalf of your shareholders. All this does is call into question your business practices.

I’m selling.

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