Marketing

Retention offers

One of the smaller efforts of last year’s cleaning was to ditch my ten year stash of Consumer Reports’ magazines in favor of their online version. The logic: online = available from work + less space + more updates. While that’s largely true, one hyper annoyance has been the lack of updates for model numbers

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You want the truth? You can’t handle the truth!

Last December I was lamenting the industry analyst forecasts were all over the map. One particular analyst, Analyst Bravo, had unbelievabily optimistic numbers. Here’s a better chart depicting the market predictions of four analysts for hard-boiled eggs (HBE), soft-boiled eggs (SBE) and Jewel-encrusted eggs. Everyone acknowledges the hard- and soft-boiled eggs market is declining while

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Magic Quadrant Me, Baby

One motivation for the exercise last week in reviewing 10-Q/Ks was to come up with some forecasts on the marketplace. We also use an array of industry analysts who are ostensibly better connected and do this stuff all day, but the numbers I’ve seen are all over the place. Consider the following chart:

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10-Q very much

During the last couple of weeks it’s been icky weather — dark, cold, rainy. I’ve been indoors, looking at a several companies’ financial filings, connecting the pro-forma dots in an attempt to understand the companies’ fundamentals and make a judgement on whether I think they will remain viable concerns. The job is much easier with

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