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Details: 21 Nov 19; Updated: 21 Nov 19

'Chainsaw' Carl
goads Xerox bid

Threatens hostile HP bid.
Hustles HP to counter bid
$9Bn+ for ailing dinosaur.

Iconic activist investor 'Chainsaw' Carl Icahn is adept at self serving deals. He took a 10% stake in sinking Xerox in 2015; slashed assets and led an audacious $33Bn bid for rival HP that was dismissed. We expect HP to counter bid, fulfilling Icahn's crafty plan to cash out without concern for the merger's merits. Updated today

Details: 20 Nov 19; Updated: 20 Nov 19

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Is the consumer
really strong?

Brandmaker CEO's less
optimistic, yet Wall Street
analysts hype up market

US GDP fell below 2% in Q3'19 with CapEx down, emphasizing market uncertainty caused by tariffs & economic softness. CEO's at major producers & resellers of brand consumer & business products have reported slowdowns since Q3'18, yet analysts opine the "consumer is strong"? Revisited & updated inc. Walmart, Target & Home Depot

Details: 19 Nov 19; Updated: 19 Nov 19

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Wayfair warning!
Is model broken?

As owners cash out, Citron
asks: has it been AMZN'd?

After 8 years as a public company, $8Bn in sales furniture etailer Wayfair has never been further from profitability, opines market analysts Citron Research. Latest Q3'19 reports confirmed decelerating growth, crashing shares and increased losses. We discuss Citron's critique...

Details: 16 Nov 19; Updated: 18 Nov 19

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Fake followers,
values & ethics

Shuts down 5.4B accounts
How genuine is Zuck & Co

So far this year, Facebook has shut down 5.4 Bn (v 3.3Bn in 2018) fake accounts, but millions likely remain, the social networking giant reported. Who is CEO Mark Zuckerberg kidding on his public assurances of honorability, privacy protection and ethical practices. We review...

Details: 13 Nov 19; Updated: 13 Nov 19

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Amazon's Flea
Market meltdown

YTD'19 8 unforced errors.
Is Bezos losing control?

Since Amazon's self described 'CRaP' (Can't Realize a Profit') strategy was revealed in Jan'19, 8 service/quality missteps have emerged, attracting attention from WSJ, WashPost & FTC. We review the latest, deeper developments e.g. Nike brand withdrawal today & raise the big question: Has genius Jeff Bezos lost interest and control of the supply business?

Details: 8 Nov 19; Updated: 8 Nov 19

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Depot Federation:
foiled & failing?

Lost contracts, poor service
halt dealer acquisition drive

Beleaguered Office Depot made its last 'Federation' dealer acquisition in May, despite "3-5 in Q3 pipeline" hype., Given its fragile market cap, vultures circling, poor service & major contract losses; can it afford more additions to a collapsing core?

Details: 7 Nov 19; Updated: 7 Nov 19

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X e r o x v H P:
Who eats who?

Which dinosaur will win
v Chainsaw Carl's plan?

Xerox's $32Bn+ bid on Tuesday for HP was an audacious shock! Newly appointed CEO Enrique Lores & HP board's reaction was vaguely unconvincing. Will it make a counter bid for the troubled copy giant? Whilst projected $2Bn synergy savings are credible, the massive gains for crafty lead Xerox activist shareholder 'Chainsaw' Carl Icahn. are obvious... Updated

Details: 5 Nov 19; Updated: 5 Nov 19

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When will half-
source 'holesalers
become Whole?

Stockless dealer vision blind
as direct buying intensifies

In 1993, US#1 wholesaler United led the 'stockless dealer' revolution. Most progressive dealers followed. Today, only Amazon & to a lesser extent Essendant maintain a broadline business supply service. Meanwhile, 'narrowliners' are failing, causing dealers to buy direct & threatening small dealers' survival. We review latest positions... Later today

Details: 4 Nov 19; Updated: 4 Nov 19

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"Old capitalist
thinking is dead"

Salesforce's Benioff: A new
sustainable capitalist future

Salesforce CEO Marc Benioff says that "capitalism is dead". At least, "old" capitalism. Recently, at the release of his new book, 'Trailblazer', he told Fortune that businesses need to adopt a "new capitalism" based on fairness, equality, and sustainability for both stakeholders and shareholders. We discuss...

Details: 19 Oct 19; Updated: 22 Oct 19

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Cast away the
'OPeless Island!

Ominous call for reps &
dealers lost/shipwrecked

WBMason CEO Leo Meehan's crescendo call to the salesforce and vendors was sooo moving. He morphed the metaphors from famous shipwreck disasters to inspire laggard reps to transition from OP to the new Business Supply categories.... NOW! This 'message in a bottle' SOS alert applies urgently to traditional OP dealers

'Chainsaw' Carl
goads Xerox bid

Threatens hostile HP bid.
Hustles HP to counter bid
$9Bn+ for ailing dinosaur.

Is the consumer
really strong?

Brandmaker CEO's less
optimistic, yet Wall Street
analysts hype up market

Wayfair warning!
Is model broken?

As owners cash out, Citron
asks: has it been AMZN'd?

Fake followers,
values & ethics

Shuts down 5.4B accounts
How genuine is Zuck & Co

Amazon's Flea
Market meltdown

YTD'19 8 unforced errors.
Is Bezos losing control?

Depot Federation:
foiled & failing?

Lost contracts, poor service
halt dealer acquisition drive

X e r o x v H P:
Who eats who?

Which dinosaur will win
v Chainsaw Carl's plan?

When will half-
source 'holesalers
become Whole?

Stockless dealer vision blind
as direct buying intensifies

"Old capitalist
thinking is dead"

Salesforce's Benioff: A new
sustainable capitalist future

Cast away the
'OPeless Island!

Ominous call for reps &
dealers lost/shipwrecked

More Articles ...

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'Chainsaw' Carl goads Xerox bid

Threatens hostile HP bid.Hustles HP to counter bid$9Bn+ for ailing dinosaur.

Is the consumer really strong?

Brandmaker CEO's less optimistic, yet Wall Streetanalysts hype up market

Wayfair warning! Is model broken?

As owners cash out, Citron asks: has it been AMZN'd?

Fake followers,values & ethics

Shuts down 5.4B accountsHow genuine is Zuck & Co

Amazon's Flea Market meltdown

YTD'19 8 unforced errors.Is Bezos losing control?

Depot Federation: foiled & failing?

Lost contracts, poor service halt dealer acquisition drive

X e r o x v H P: Who eats who?

Which dinosaur will win v Chainsaw Carl's plan?

When will half- source 'holesalers become Whole?

Stockless dealer vision blindas direct buying intensifies

"Old capitalist thinking is dead"

Salesforce's Benioff: A new sustainable capitalist future

Cast away the 'OPeless Island!

Ominous call for reps & dealers lost/shipwrecked

More Articles ...

FREE PP NEWS

Member Login

'Chainsaw' Carl
goads Xerox bid

Threatens hostile HP bid.
Hustles HP to counter bid
$9Bn+ for ailing dinosaur.

Is the consumer
really strong?

Brandmaker CEO's less
optimistic, yet Wall Street
analysts hype up market

Wayfair warning!
Is model broken?

As owners cash out, Citron
asks: has it been AMZN'd?

Fake followers,
values & ethics

Shuts down 5.4B accounts
How genuine is Zuck & Co

Amazon's Flea
Market meltdown

YTD'19 8 unforced errors.
Is Bezos losing control?

Depot Federation:
foiled & failing?

Lost contracts, poor service
halt dealer acquisition drive

X e r o x v H P:
Who eats who?

Which dinosaur will win
v Chainsaw Carl's plan?

When will half-
source 'holesalers
become Whole?

Stockless dealer vision blind
as direct buying intensifies

"Old capitalist
thinking is dead"

Salesforce's Benioff: A new
sustainable capitalist future

Cast away the
'OPeless Island!

Ominous call for reps &
dealers lost/shipwrecked