How to drink like Greg Walters...

I wish...

Ricoh Speaks with Andy - October, 2022.

I RARELY do this. But this video is good. 

Nuggets - 

1. Chips are freeing up (A3 devices only?). 
2. They've found a West/East passage through the Panama Canal. 
3. The numbers are Good and the future of Ricoh includes output devices. 

Caveat One - 

Ricoh is comparing THEIR pre-covid numbers to current...which is like saying, "Last year I had one hit, this year I had 3, so I increased by 300%." Meanwhile, the competition went from 300 hits to 250, showing a decrease and still leagues ahead of you... 

Caveat Two- 

Listen to the narrative in the attached video(8:46) and tell me it wouldn't fly pre-Covid or even in 1999. 

 I like Ricoh. 

 

"Number Two always tries harder."

 

Bloomberg Asks - "Is the #Office More Important than Ever Before?"

Bloomberg posted a veiled 'back to the office' commercial highlighting Accenture and the importance of a centrally located, geographically common area for workers to adhere to corporate policies.

Commonly known as the 'office' - albeit the office of the late 20th century.

A $19 billion, one-hundred-year-old, global real estate advisory and investment firm, recognizes we are "...no longer living in a 9 to 5, 40-hour week work profile..." and the "Omni-connected world is defined by being in an office..." 

They also question the productivity of hybrid meetings.   How does anyone know if"hybrid meetings are underperforming..."? Compared to what, pre-Covid meetings? 

This is a nicely produced, visually attractive piece that lost credibility and my attention at the mention of ESG. Mentioning ESG is like the President recommending a Covid shot in preparation for a hurricane.