Consumer

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Primo Water Reaches for Some SodaStream Sparkle

Primo Water and SodaStream both went public around October of 2010. At the time we posted a note comparing them entitled: Still or Sparkling? So far it’s been sparkling by a landslide. Since their IPO at $12 Primo (PRMW) has declined to a mere $2.75/share while SodaStream (SODA) is up 60% from their IPO price…

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Peak Resorts Notes

Peak Resorts is a a well established and fairly stable owner and operator of smaller ski resorts that cater to day and overnight skiers. The company was started in the early 1980’s by the current CEO who was in the golf course business and wanted to find something to do in the winter months. Peak…

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Hot Chocolate with Mini Marshmallows

[This is the text of the full February 1 2011 Candygram.] Blankets of snow may have slowed much of the Northeast in January but the IPO fires have burned brightly. Six new deals filed in the last two weeks including the much-anticipated LinkedIn as well as two others of special interest, Skullcandy and RPX Corp.…

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Demand Media, Nielsen & NeoPhotonics

Demand Media leads the IPO charge in 2011 with a strong pricing last night at $17, although many have argued about the virtue of what they do and fretted about whether Google might be “declaring war” on the company and changing their search algorithms to exclude some content from Demand Media sites.  Still, the success…

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Notes on Youku

We made a small survey of some users of Youku to get a sense of how people use it. This is just one of those casual things your research intern does during her trip home to China to spend the holidays with family and friends there. The short document of our findings is available via…

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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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