Gregg_Smith

Gregg_Smith

4p

3 comments posted · 0 followers · following 0

13 years ago @ Paul Kedrosky: Infecti... - Scrap Metal Cowboys · 0 replies · +1 points

My best friend from high school works on trains and barges in the Mississippi River grading scrap metal for a arc-furnace mini mill. Fascinating job.

15 years ago @ Paul Kedrosky: Infecti... - The AIG Blackmail Note · 0 replies · +1 points

My conclusion based on that deck? Split AIG into at least 3 companies and systematically wind down/liquidate AIGFP over the next two years. Is that unreasonable?

15 years ago @ Feld Thoughts - Daily Data · 1 reply · +1 points

Aren't you overwhelmed by the daily data? Wouldn't you prefer to see a visualization of this information giving historical and comparative context? I've tried the daily metrics and found it more valuable as a CFO to see it aggregated once/week...especially when it's as granular as the statistics you presented above. I can't be strategic if a daily metric falls off the table for some reason that's usually irrelevant in the long run.