Stimulus Package -- Time to double down on the winners

[aveekguha]

As the economic recession is proving to be deeper & broader than anyone expected, there will be one set of clear winners -- beneficiaries of the almost one trillion dollar stimulus package. With even healthy companies belt tightening (see Google, Microsoft, Digg recent job cuts), the stimulus package will now have near exclusive ownership of this elusive category: where are jobs & stock investments safe?

So everyone should look at the spend in this package -- one industry winner that is emerging is broadband, with a near $3B bet in this space. We may not like the government messing with free markets, but there is no reason why we can't benefit from it -- pay close attention to the winners in the package because they look like the clear heavyweights to back.

Aveek Guha
President, MBA Day Camp
www.mbadaycamp.com
https://mbadaycamp.typepad.com/mbablog/

[stevebcwm]

The winner is anyone going to LBS. There's a massive discount on sterling and it's only going to get better. You just might have some problems landing a finance job when you get out.

[DonDraper]

They have written about this in great detail on some of the MBA admissions blog sites. I wouldn't get too excited about the broadband companies here. It is more likely that green energy and old-school infrastructure businesses will do best. Anyone who is applying to business school should consider these industries when they graduate.