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paperworld 2017Brandmakers: Are

shows worthwhile?

Trade Expo limited effect:
Poor engagement, demos
by reps, low interest & ROI


Industrial Distribution
writer Paul Kiesche asks the headline question about Trade Show effectiveness. We have witnessed the same diminishing experience with OP Expos over the past 20 years ranging from plummeting Paperworld to dealer group events. Networking & private meetings are the order of the day. We revisit the topic...

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Screen Shot 2019 12 05 at 12.14.05 PMWhy's SPR exiting
growth markets?

Reverses hygiene & food
service supplies expansion


US #2 OP wholesaler SPRichards merger plan with #1 Essendant in Spring 2018, seems a long time ago now. Since then SP has created confusion about its future direction. Will it invest in business supplies category expansion or withdraw? The decision to sell a growth business bought only 5 years ago escalates doubts again. We discuss...

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Screen Shot 2019 12 04 at 3.46.07 PMShopify for sale?
Suitors in pursuit

Who'll make move? AMZN,
Walmart, Google, Costco?


Shopify,
the rapidly growing ecommerce platform for entrepreneurs with $60Bn in gross revenues, has been subject of takeover rumours for 3 years now. With a market cap of $40Bn which of the leading business suppliers will be interested or most in need of their expertise? We discuss the leading candidates...

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Screen Shot 2019 12 01 at 12.37.51 PMDepot's Dance
of the Deluded

Smudger Smith & Co
'Elf' themselves again


Office Depot's
had a year to forget... again. CEO Gerry 'Smudger' Smith arrived in Jan'17 with a "transformation" fanfare for selling managed IT services to SMB's. In 3 yrs, Smudger's led a real sales sink of 15%; a 40% profits plunge; & a 50% market cap crash to a meagre $1.2Bn. Is time running out for the delusional chief? Complete

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Screen Shot 2019 11 28 at 1.09.12 PM

Amazon's haste 
& safety stress

More signs Bezos has lost
customer service control?


NBC News has published a report that Amazon employees working in fulfilment centres or making deliveries are complaining about overstretched, crashing systems that are losing control of safety & quality causing danger to customers & public at large....

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Screen Shot 2018 12 16 at 8.44.58 PMFacebook Fiasco:
Privacy matters!

McNamee & Ali G criticize
Zuck's "Authoritarian" acts


Roger McNamee
an original investor in Facebook turned against its privacy free policies in his book 'Zucked', covered by NewYorker magazine. Recently, Sacha Baron Cohen aka Ali G delivered a scathing video attack on the social media giant calling it out for facilitating hate crimes.  We review & comment on their critiques....

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Screen Shot 2019 10 02 at 12.20.39 PMIs 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. Best Buy

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Icahn chainsaw carl'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 for a second time today. We expect HP to counter bid, fulfilling Icahn's crafty plan to cash out without concern for the merger's merits. Updated again today

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shah niraj wayfair logpgWayfair 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...

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Screen Shot 2018 12 16 at 8.44.58 PMFake 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...

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not yesterday's news tomorrow."

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