Observer | Long-term thinker. Seeking the 1% who share the same curiosity about the future. Trading thoughts on the future. My own views. Do your own research 。
Fact-Check on $KODK Governance:Market Cap: ~$700M CEO Pay Ratio: ~0.9% - 1.5% of cap (6-year avg)Peer Median: < 0.2%When management costs consistently outpace industry standards by this margin, "Pay-for-Performance" alignment must be addressed. Shareholders deserve clarity.
From advanced imaging to materials science, #Kodak’s technologies are driving progress across industries from energy and electronics to #pharma and #print.
What’s one technology that changed the way your organization works in the last five years?
There are two types of corporate value:
One is the value discussed daily by the market.
The other is industrial value that hasn't been re-understood.
Kodak is more like the latter.
The question isn't whether it's important,
but whether the market has recalculated it.
$KODK
When people discuss the "AI revolution,"
most focus on software.
But the real bottlenecks are:
energy + materials + manufacturing capabilities.
Kodak's asset structure falls into the latter category.
$KODK $TSLA $PLTR $APPL $GOOG
Charlie Munger on Problem Solving:
“I have a pile on my desk that solves most of my problems. It's called the “Too Hard Pile.”
"Every once in a while, an easy decision comes along and I make it, everything else goes to the Too Hard Pile.”
$KODK Short sellers who entered at 60 yuan remain remarkably stable. Is it due to industrial assets, or seven years of "cognitive fog"?
When the physical reality of technological progress pierces the vacuum, what kind of hedging assets can bridge the stolen time gap?
#Value