ARTIFICIAL INTELLIGENCE
An AI-native strategy firmGlobal Advisors: a consulting leader in defining quantified strategy, decreasing uncertainty, improving decisions, achieving measureable results.
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Quantified Strategy
Decreased uncertainty, improved decisions
Global Advisors is a leader in defining quantified strategies, decreasing uncertainty, improving decisions and achieving measureable results.
We specialise in providing highly-analytical data-driven recommendations in the face of significant uncertainty.
We utilise advanced predictive analytics to build robust strategies and enable our clients to make calculated decisions.
We support implementation of adaptive capability and capacity.
Our latest
Thoughts
Podcast – The Real AI Signal from Davos 2026
While the headlines from Davos were dominated by geopolitical conflict and debates on AGI timelines and asset bubbles, a different signal emerged from the noise. It wasn’t about if AI works, but how it is being ruthlessly integrated into the real economy.
In our latest podcast, we break down the “Diffusion Strategy” defining 2026.
3 Key Takeaways:
- China and the “Global South” are trying to leapfrog: While the West debates regulation, emerging economies are treating AI as essential infrastructure.
- China has set a goal for 70% AI diffusion by 2027.
- The UAE has mandated AI literacy in public schools from K-12.
- Rwanda is using AI to quadruple its healthcare workforce.
- The Rise of the “Agentic Self”: We aren’t just using chatbots anymore; we are employing agents. Entrepreneur Steven Bartlett revealed he has established a “Head of Experimentation and Failure” to use AI to disrupt his own business before competitors do. Musician will.i.am argued that in an age of predictive machines, humans must cultivate their “agentic self” to handle the predictable, while remaining unpredictable themselves.
- Rewiring the Core: Uber’s CEO Dara Khosrowshahi noted the difference between an “AI veneer” and a fundamental rewire. It’s no longer about summarising meetings; it’s about autonomous agents resolving customer issues without scripts.
The Global Advisors Perspective: Don’t wait for AGI. The current generation of models is sufficient to drive massive value today. The winners will be those who control their “sovereign capabilities” – embedding their tacit knowledge into models they own.
Read our original perspective here – https://with.ga/w1bd5
Listen to the full breakdown here – https://with.ga/2vg0z

Strategy Tools
Strategy Tools: The 7S Framework – A Comprehensive Guide
By John Khova Global Advisors digital consultant Introduction The McKinsey 7S Framework is one of the most enduring and widely recognised management models in strategic consulting and organisational design. It posits that organisational effectiveness depends not on...
Fast Facts
Fast Fact: Great returns aren’t enough
Key insights
It’s not enough to just have great returns – top-line growth is just as critical.
In fact, S&P 500 investors rewarded high-growth companies more than high-ROIC companies over the past decade.
While the distinction was less clear on the JSE, what is clear is that getting a balance of growth and returns is critical.
Strong and consistent ROIC or RONA performers provide investors with a steady flow of discounted cash flows – without growth effectively a fixed-income instrument.
Improvements in ROIC through margin improvements, efficiencies and working-capital optimisation provide point-in-time uplifts to share price.
Top-line growth presents a compounding mechanism – ROIC (and improvements) are compounded each year leading to on-going increases in share price.
However, without acceptable levels of ROIC, the benefits of compounding will be subdued and share price appreciation will be depressed – and when ROIC is below WACC value will be destroyed.
Maintaining high levels of growth is not as sustainable as maintaining high levels of ROIC – while both typically decline as industries mature, growth is usually more affected.
Getting the right balance between ROIC and growth is critical to optimising shareholder value.
Selected News
Quote: Bobby Jones
“Golf is the closest game to the game we call life. You get bad breaks from good shots; you get good breaks from bad shots, but you have to play the ball where it lies.” – Bobby Jones – American amateur golfer
Bobby Jones: The Architect of Golf as Life’s Greatest Metaphor
The Quote and Its Context
Bobby Jones’s most enduring reflection on golf—”Golf is the closest game to the game we call life. You get bad breaks from good shots; you get good breaks from bad shots, but you have to play the ball where it lies”—emerges from a deeply personal place of resilience.2,3 Jones made this observation specifically when reflecting on his struggle with Syringomyelia, a progressive neurological condition that would eventually claim his mobility.3 Rather than a detached philosophical musing, the quote represents Jones’s hard-won wisdom about accepting circumstances beyond one’s control while maintaining agency and integrity in response.
The power of this statement lies in its unflinching honesty about life’s fundamental unfairness. Jones recognized that effort and virtue do not guarantee favorable outcomes—you can execute a technically perfect golf shot and still encounter misfortune, just as you can make poor decisions and stumble into advantage. What matters, he insisted, is not the randomness of circumstance but the character demonstrated in how you respond to it.
Bobby Jones: The Person Behind the Philosophy
Robert Tyre Jones Jr. (1902-1971) stands as one of sport’s most remarkable figures—not primarily because of his championships, though those were extraordinary, but because of the principled amateurism he embodied at the height of his competitive career.2
Jones’s trajectory defies modern athletic convention. He played golf intermittently during his late teens and twenties while simultaneously pursuing multiple Ivy League degrees, balancing intellectual and athletic excellence in an era when such division of focus was unusual.2 Between 1923 and 1930, he entered 20 major championships and won an astounding 13 of them—a winning percentage that remains unmatched in professional golf history.2 Most remarkably, he retired from championship golf at age 28, having reached the pinnacle of success, choosing to step away at his peak rather than chase incremental victories.
This decision reflected Jones’s core philosophy: golf was not a livelihood to be milked for advantage but a noble pursuit whose value lay in excellence of execution and ethical conduct. He refused lucrative professional endorsements and appearance fees that his fame could have commanded, maintaining his amateur status throughout his competitive life. This stance was not mere aristocratic affectation but a deliberate choice to preserve the integrity of the game itself.
Jones’s Ethical Framework in Golf
Jones’s numerous quotes reveal a thinker preoccupied with character development through sport. “You might as well praise a man for not robbing a bank as to praise him for playing by the rules”2,3 captures his conviction that ethical conduct should be the baseline expectation, not praiseworthy exception. His famous habit of calling penalty strokes on himself—even when officials and spectators were unaware of rule violations—demonstrated that his commitment to integrity transcended competitive advantage.3
Another revealing quote clarifies his understanding of golf’s educational purpose: “I never learned anything from a match that I won.”2,3 This statement inverts the conventional wisdom that success teaches. For Jones, defeat and adversity were the true teachers because they stripped away ego and forced genuine self-examination. A victory might be attributed to superior talent or favorable circumstances; a loss demanded honest reckoning with one’s own limitations and psychological responses.
The Concentration Paradox
Jones also articulated a psychological insight that anticipated modern sports psychology by decades: “A leading difficulty with the average player is that he totally misunderstands what is meant by concentration. He may think he is concentrating hard when he is merely worrying.”4 This distinction between focus and anxiety reveals Jones’s understanding that mental performance depends not on intensity of effort but on clarity of mind. “You swing your best when you have the fewest things to think about,”2,3,4 he observed—a recognition that overthinking paralyzes performance.
The Philosophical Lineage: Leading Theorists on Acceptance and Agency
Jones’s philosophy sits within a rich intellectual tradition that spans ethics, philosophy, and psychology:
Stoic Philosophy and the Dichotomy of Control
The closest philosophical precedent to Jones’s worldview is Stoicism, particularly the framework articulated by Epictetus (50-135 CE) and refined by Marcus Aurelius (121-180 CE). Epictetus taught that some things are within our control (our judgments, desires, and actions) while others are not (our body, property, and external circumstances).3 The path to tranquility lies not in controlling outcomes but in perfecting our response to circumstances beyond our control.
Jones’s aphorism about playing the ball where it lies directly echoes this Stoic principle. The golfer cannot control where the ball has landed; they can only control the quality of their next stroke and the integrity with which they execute it. This reframing—from victim of circumstance to agent of response—constitutes the entire philosophical achievement of Jones’s teaching.
William James and the Psychology of Acceptance
William James (1842-1910), the pioneering American psychologist and philosopher, developed a complementary insight through his concept of the “moral equivalent of war“—the idea that struggle and adversity forge character in ways that comfort cannot.3 James argued that overcoming difficulty produces psychological growth unavailable through easy success. Jones’s observation that defeats teach more than victories reflects this Jamesian principle: adversity demands that we confront our actual capacities rather than resting in assumed superiority.
James also pioneered the study of habit formation and emphasized that character develops through repeated small choices under pressure. Each golf shot, in Jones’s framework, is such a choice—an opportunity to reinforce either integrity or its compromise. The cumulative weight of these choices shapes the person one becomes.
Modern Sports Psychology: Flow and the Performance Paradox
Contemporary sports psychology validates Jones’s insights about concentration and overthinking. Mihaly Csikszentmihalyi’s concept of “flow“—the optimal psychological state in which performance flourishes—describes conditions remarkably similar to what Jones prescribed: clear goals, immediate feedback, and a balance between challenge and skill that eliminates self-consciousness.4 When the mind is cluttered with worry about outcomes, flow becomes impossible.
Timothy Gallwey’s “Inner Game” methodology, developed in the 1970s, took Jones’s observations about the relationship between mental state and performance and systematized them into coaching practice. Gallwey distinguished between “Self 1” (the anxious, doubting voice that produces tension) and “Self 2” (the capable, intuitive performer). Jones’s emphasis on “fewest things to think about” essentially counsels quieting Self 1 to let Self 2 perform.
Acceptance and Commitment Therapy (ACT)
Contemporary Acceptance and Commitment Therapy, developed by Steven Hayes and colleagues beginning in the 1980s, formalizes the psychological architecture underlying Jones’s philosophy. ACT teaches that psychological suffering arises not from adversity itself but from our resistance to accepting what cannot be changed. The therapeutic goal is not to eliminate difficult circumstances but to develop the psychological flexibility to act effectively despite them—precisely Jones’s “play the ball where it lies” principle translated into clinical language.3
The Institutional Legacy: Augusta National
Perhaps Jones’s most tangible legacy extends beyond his philosophical influence to the design and founding of Augusta National Golf Club in 1934.2 Augusta represents Jones’s vision of golf as an institution dedicated to excellence, beauty, and ethical conduct. In co-designing the course with architect Alister MacKenzie, Jones created a landscape that embodies his philosophical commitments: every hole presents golfers with genuine choices about risk and reward, where recovery from poor shots is possible but requires skill and integrity.
The Masters Tournament, held annually at Augusta since 1934, perpetuates Jones’s values through its emphasis on tradition, amateur participation (the Amateur invitational), and the conduct expected of competitors. The tournament’s cultural prestige derives partly from association with Jones’s personal integrity—a reminder that institutional excellence depends on the character of its founders.
The Universality of the Principle
What accounts for the enduring resonance of Jones’s maxim nearly a century later? The principle transcends golf because it articulates a fundamental truth about human existence: we live in a world of incomplete information and imperfect control, where effort and virtue do not guarantee favorable outcomes, yet we retain agency in our response to circumstances.
This insight gains particular force in an age of outcome obsession. Modern culture emphasizes metrics, optimization, and the controllability of results. Jones’s philosophy offers a counterweight: true excellence consists not in bending the world to our will but in perfecting our response to the world as it actually presents itself. The ball lands where it lands. The question is not why it landed there but what kind of person we will be in response—whether we will play with integrity, accept what cannot be changed, and focus our energy on the next stroke rather than past misfortune.
In this sense, Bobby Jones was not merely a golfer reflecting on his sport. He was a philosopher articulating, through golf’s concrete particulars, a framework for living that remains as relevant to contemporary challenges—professional uncertainty, relationship difficulties, health struggles—as it was to the golfers of his era. The ball, in all its metaphorical dimensions, remains precisely where it lies.
References
1. https://blog.plymouthcc.net/i-golf-therefore-i-am
2. https://austads.com/blogs/blog/10-fantastic-bobby-jones-quotes
3. https://bobbyjones.org/about-bobby-jones/quotes-by-bobby-jones
4. https://www.scga.org/blog/8620/75-greatest-quotes-about-golf/
5. https://www.azquotes.com/quote/543815
6. https://thesandtrap.com/forums/topic/69790-golf-life-lessons-quotes/

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