I have several mates who are fund managers. And at the moment the Pearson investment case really divides informed opinion. So I wrote this blog post, trying to marshal my thoughts, about when companies are undergoing rapid change caused by changes in technology. My thesis is that technology does not always improve the business model, in some ways it can makes things worse.

Interested in what other people think!

http://brucepackard.com/an-investment-in-knowledge/

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