Entries by jeff

Looks Like Amer Sports is Going Private

Back in October, there was some speculation that somebody wanted to buy Amer Sports and Amer said, “Yup, it’s true.  We’re talking.”  I wrote a short article about it at the time. On December 7th, they confirmed that there is, in fact, a cooperative tender offer coming beginning around December 20th.  Here’s the link to […]

Ho Hum- Another Strong Quarter for VF. And a Few Thing to Make You Think

It’s not my purpose to simply report earnings.  That’s why you don’t see an article every time an industry public company reports.  By waiting for the actual publicly filed document, I hope to glean a few pieces of information that might make you think-bring you up short even- and perhaps help you run your business […]

In Touch with Reality? Big 5 Sporting Goods Quarter

For its September 30 quarter, 436 store Big 5 reported a small decline in revenue and a larger decline in net income.  More significant to me are comments in the conference call that suggest a very traditional retail focus, rather than one acknowledging the massive changes required to succeed at retail. Revenue in the quarter […]

I Believe in Cycles- Even for Retail

I believe in cycles; there will be another recession (sooner rather than later is my personal belief).  There will be another major stock market correction at the end of which will be glorious buying opportunities.  We are coming to the end of another debt super cycle (see the book This Time is Different; Eight Centuries […]