Consumer

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A Peek at GM

GM is promoting their 1) lower risk profile, 2)global growth opportunities and 3)improved business model.  The message can be simplified along the lines “we are going to be a good car company.”  The longer version includes fewer brands, greater efficiency, better cars, an improved brand with higher prices and more durable  residual values. A few…

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Updated Tesla Report & Valuation

Tesla is nearing the end of the marketing phase of their IPO and the curent plan is to price the offering tomorrow, June 29th. (If market conditions permit.) Many recent IPO transactions that we have been following have been pricing below range (Broadsoft, Motricity, HigherOne, Fabrinet) so Tesla may be offered below the filing range…

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The Film Department Initial Impressions

Basics: This is positioned as a new-age film production company that aims to become one of the handful of independent producers in the US. The presentation understandably includes lots of video and entertainment content including a video testimonial form Gerard Butler (he thinks it’s a good investment! ;-). The Film Department is based on the…

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