A lot of arm waving about reinvention - often castigating short sighted management. Often just a poor business opportunity.

For an already successful company, three risks regarding reinvention: 1. Any attractive business at all? For Kodak & digital photography: no

Reinvention risk 2: R U counter-positioned? - Collateral damage to your current approach outweigh gains of new? Fidelity passive funds: yes.

Nice Stripe coverage - Wall Street Journal front page 11-16. Bravo Patrick et al