Billabong management told us at least six months ago that 2011 would be a “transition year” and it is. But the strategy they started to tell us about a few years ago remains intact and they continue to pursue it. As I’ve written before, I generally agree with that strategy and my experience is that companies that pursue a solid strategy over the long term succeed- unless the market environment changes and More…
Archive for February, 2011
Billabong’s Half Yearly Report; A Consistent Strategic Approach
Wednesday, February 23rd, 2011Thoughts on the SIA Show in Denver- It Doesn’t Get Any Better Than This
Wednesday, February 9th, 2011Before my friends at SIA get too cocky over the title, they should know I’m referring to our industry’s current business environment as well as the show. Granted, I was a bit of a slow convert to the move from Vegas to Denver, and I still miss playing blackjack with friends, but overall I’m glad they made the move. There were the usual opportunities to see friends I don’t see often More…
Skullcandy Going Public; What We Can Learn From Their SEC Filing
Friday, February 4th, 2011It’s always interesting when a company in the industry decides to go public. They’ve got to drop their drawers and provide you, in their S1 filing, with information you could only speculate about previously. If you want to see it, the whole thing is here. As of last week, Skullcandy’s drawers are well and truly dropped. Since I returned from the excellent SIA show in Denver, I’ve been through the complete filing. I’ll review More…
