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 [...]
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 [...]
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. [...]
If you didn't hear, Pokemon Go was a huge hit this past summer. Pokemon GO is an augmented reality smart-phone based game that integrates the classic Pokemon video and card game into the world around you. Pokemon Go was released on July 6, 2016 and it was an overnight sensation. So many people started playing [...]
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".
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 [...]