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Coach is on a warpath toward reinventing itself as a modern American House of Luxury (just don’t say the letters LVMH to their face), slashing promotional levels though the summer and yet seeing “the strongest comp that we’ve seen in over three years” while every other retailer (see: L Brands) is tanking in brick and…
You already play the biggest computer game on earth for a living. But you know that eSports already pays more prize money than major USPGA tournaments. You are familiar with the absolutely bananas rise in interest in eSports: You game, or cover gaming. You should sign up here: https://lnkd.in/fu6Re6b
Cyber security has become one of the most important issues in this year’s election, with the leak of hacked emails and the potential for electronic vote tampering commanding the spotlight in recent months. WikiLeaks, foreign hackers, and cyberwarfare have influenced the national conversation and the campaigns. In the first presidential debate, both candidates stressed that cyber security is a top…
With Amazon Restaurants expanding in NYC (with free delivery) and Facebook getting into food ordering, it is a wonder that the likes of Fortune continue to write pieces applauding headline growth. It is easier to report on the past than to weigh the future but that is all that actual investors do. Investment into delivery infrastructure…
Last week, $YELP CEO Jeremy Stoppelman was literally “yelping” for help: Google monopolist not satisfied with above the fold they’ve now claimed “page 2” cc @kaufer #byeorganic pic.twitter.com/qGXmt2Z5K5 — Jeremy Stoppelman (@jeremys) August 5, 2016 Google systematically downranking sites is not a new phenomenon; SEO-centric companies like RetailMeNot ($SALE) have been suffering this for two…
We take a break from our regular programming to talk big picture. No snarky earnings comments, no self-promotional charts, no Rebecca Black, just real talk: The future of work is a topic very near and dear to our hearts. At Sentieo we belong to the Slack generation, and we find no better joy in our…
Interested in trying out Sentieo? Click here to request a free trial. – Subscription meal-kit services like Blue Apron, HelloFresh ($RKET), Plated and dozens of other upstarts are changing the way people purchase groceries and are permanently impairing WFM’s traffic. We walk through how we used Sentieo to ballpark the -1.0% to -1.5% annual comp sales…
Lets take a look at how Sentieo could have helped you generate returns by tracking Chipotle’s (CMG) web and social data over the past six months. Sentieo is a new financial platform that supercharges your research process & returns by combining deep document search, tracking of new web and social datasets and an integrated research…
The pharma CEO Martin Shkreli has been attracting attention lately after taking a very large position in KaloBios Pharmaceuticals. After Shkreli made his initial investment, the stock has risen roughly 40-fold. One of the more interesting documents that I found was the Retrophin 8-K filed on August 17, 2015 (EDGAR, snt.io). Shkreli’s former employer seemed a little unhappy…
Valeant Pharmaceuticals (VRX) has drawn a lot of controversy over its ties to the specialty pharmacy Philidor. An October 21, 2015 report by Citron Research was provocatively titled: “Valeant: Could this be the Pharmaceutical Enron?”. Making note of the report’s impact on Valeant securities, a Bloomberg news article remarked: The company’s bonds erased more than…
