The shave care industry is important to Procter & Gamble (PG). It is included in its Grooming segment and operates under the Gillete brand. Shave Care is a $15 billion industry with Gillete holding a 60% share. This is why the following image is worrisome. Even the famous Razor/Razor Blade business model isn't safe from [...]

What I Wish I Wrote ~ November 25, 2016

A collection of mostly investment related links that I wish I had the talent to create. The Future of Military Technology is Intense (Visual Capitalist) Is Starbuck's (SBUX) on its way to becoming a dividend aristocrat? (Dividend Growth Investor) Notes from Warren Buffett's meeting with MBA students at the U. Of Maryland. (ValueWalk) Joel Greenblatt [...]

What I Wish I Wrote ~ November 19, 2016

A collection of mostly investment related links that I wish I had the ability to write or create. Apple is sitting on 'a powder keg of dramatically aging' iPhones (Business Insider) Starbuck's float. Starbuck's has as much money as a midsized bank sitting in customer cards. (Huffington Post) Is Novartis about to do an acquisition [...]

In the aftermath of Donald Trump's surprise presidential win a lot of people are shocked and upset. They are upset for a lot of reasons, mostly personal and political, but I would like to add one more. The framing effect. Heading into election day prediction sites and betting markets gave Clinton large odds to win. [...]

In the "Pre-Mortem" section in our dividend letter focused on The Walt Disney Company (DIS) we solely discussed ESPN. How cord-cutting and rising costs are detrimental to ESPN's and Disney's profitability in the short-run. The best coverage and also the most vocal on these issues has come from Rich Greenfield of BTIG Research. He appeared [...]

John Malone appeared on CNBC and gave his thoughts about Apple buying Disney (DIS) and then spinning off ESPN. Most likely a cable company, a "distributor", would then buy ESPN. It's John just thinking out loud because as he said, "it's fun to speculate".

What I Wish I Wrote ~ September 2, 2016

A collection of mostly finance related links and podcasts that I wish I had the talent to create. Mental models: multiplicative versus additive systems. What system is your company or organization operating under. (Farnam Street) In the search for yield some pension funds are turning to put-write strategies. (WSJ) If you're a dividend investor you [...]

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