Company Analysis
How not to respond to a consumer letter
Consumer advocacy letters are always fun. And, in case those of you felt that McDonald’s was not unique in its cordial response to my letter, here’s a follow up with a letter I wrote to Burger King (BKC). Forgive me, I wrote this letter last summer, but haven’t had a reason to share it on [...]
read more »You don’t need a 13D to write a letter
Almost all of us investors have felt the way Bob Chapman or Dan Loeb at one point in our lives. I can’t count the number of times that I’ve wanted to grab a member of management and give him what for. Well, there are times when just sitting back and searching for 13D letters just [...]
read more »Gap turnaround well underway?
A little over a year ago, Gap announced an end to its search for a CEO in the hiring of Glenn Murphy – a food and drug retailer. Count me as part of the group of skeptical on-lookers wondering if the Gap brand was all but dead. Gap claimed that Murphy was the man for [...]
read more »iPhone = Tickle Me Elmo?
As everyone knows by now, the new 3G iPhone debuted this Friday. Here in New York, lines at the 5th Ave. Apple store started weeks ago and supposedly forced the store to close the line for a period of the day due to overcrowding (and some issues with activation). More impressively, nearly all AT&T stores [...]
read more »Internet Strategy (3/3): MS/Y!/Google
We’ve gone over the three major internet business models as well as the three major methods of monetization on the internet today. Interestingly enough, I feel that the Microsoft, Yahoo, and Google battle over internet supremacy is a perfect illustration of the multiple approaches I described about the internet. In fact, it surprises me that [...]
read more »Internet Strategy (1/3): Business Models
Alright, one more post in this little series that bloomed from the Microsoft-Yahoo proposition. While these posts don’t directly deal with stocks, maybe they will help with how you view internet companies and investments in them. Today, I’ll start with the first post of three that I intend to write. I’m no business guru, but [...]
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