Volta e meia aparecem uns indivíduos, ou políticos, ou analistas económicos, ou professores de Economia (enfim, os membros da tríade), que defendem que o país tem de investir na tecnologia de ponta, tem de abandonar os sectores tradicionais para abraçar sectores mais sexy. Quando os oiço ou leio lembro-me sempre dos macacos que não voam (
aqui, ou
aqui e ainda
aqui, ver o marcador hausmann).
.
Lembrei-me desses membros da tríade, durante a caminhada da manhã, ao ler em "Unstoppable: Finding Hidden Assets to Renew the Core and Fuel Profitable Growth" de Chris Zook:
"The odds of success, based on our analysis and other studies of business transformation, are shown in figure 1-3. What is striking is the large gap between an organic approach using hidden assets, where such a path can be found, and the alternative paths of defending the status quo as the world around you changes, diversifying rapidly to a hot new market, or attempting a big-bang move. The approaches using hidden assets worked to improve returns and drive new growth about one-third of the time, whereas the other approaches had success rates that hovered closer to one in ten."
"...
.
The least attractive courses - the ones that the statistical record shows destroy most value - are the bold moves of desperation: leaping to a hot market, piling all your chips on a risky new technology, or going for a big-bang move with your remaining resources. The record of success here is not much better than a oure lottery."
É sempre fácil, para quem lida com o dinheiro dos outros, sem skin-in-the-game, mandar bitaites