Posted by – March 7, 2014
Winners come in a variety of shapes and sizes. There are the companies that transform overnight from obscurity to the front page (like this, or this, or this). And then there are the household names that have been delivering products and services for decades and sometimes centuries.
For some of these companies, winning is a fluke. The right place, the right time, the right product. The hula hoop. Blackberry. MySpace. For others, it’s a function of a brand’s enduring strength and scale creating a barrier to entry too strong for challenger’s advances.
But for some neither luck nor legacy tell the story. For some companies, winning is about taking business personally. It’s about ruthlessly crushing the competition. It’s about dreaming big and delivering bigger. It’s about developing a game plan so strong, so indomitable, that it propels a small, $20 million company into a $166 billion behemoth in less than 25 years.
And why do we care about investing in winners? Because winning is the best investment strategy. –The Flaneur
From $20 million to $166 billion: How One Company Took Over The World One Sip at a Time
In 1989 a group of investors led by Marcel Telles purchased the second largest beer brewer in Brazil, Brahma. Backed by the Brazilian investment bank Banco Garantia (home to private equity master Jorge Paulo Lemann, one third of the group who would go on to found 3G Capital and control Burger King and Heinz Ketchup), Brahma rapidly began to change. More
Posted by – February 17, 2014
Happy President’s Day from The Wall Street Flaneur!
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Posted by – February 11, 2014
Comedian Joe Rogan hosts one of the most popular podcasts on the internet. His twice weekly, 3 hour long show typically features guests from the worlds of comedy, mixed martial arts, science, philosophy, and beyond. Occasionally though, Rogan will bring a guest onto the show that stands above the rest: a personality, an incredible story, or a subject matter expert in an intriguing are of the world (looking at you Astronaut Chris Hadfield
Posted by – February 6, 2014
Much has been made of the impending Sochi Olympics. From charges of corruption to civil tensions to fear of spillover from the ongoing issues in Ukraine and more. The latest out of Sochi is from journalists arriving in advance of the upcoming games. The early reports have justified the anxiety.
Appearing in a segment on yesterday’s The Herd, Yahoo! Sports’ journalist Charles Robinson told ESPN’s Colin Cowherd of the conditions in Sochi: incomplete buildings, stray dogs, construction workers sleeping in guests’ beds upon arrival, alleged 3-bedroom apartments that were really 2 and had 1 pillow for 3 beds, and probably worst of all yellow-hued water that many guests have been warned not to even put on their face.
Restaurants, too, have been slow to open their doors, with most in the village flocking to a 24/7 McDonalds for meals. Wonder what water they’re using?
It’s the stuff of anti-Russia propaganda. Except it appears it’s not. With athletes arriving to strict bag search procedures and everyone being warned that Russia reserves the rights to monitor everything – calls, social media, internet usage – it all makes for an interesting if uneasy few weeks ahead.
The world’s eyes are on the Russian Bear. Whether it’s hibernating or not remains yet to be seen.
Yesterday’s segment from The Herd can be found HERE.
Posted by – February 3, 2014
No one wants to get old. But it’s a fact of life…for now.
In today’s society the median age for marriage and child rearing are creeping upward. Life expectancy is staying relatively the same. Today, more than ever before, we choose to live in the now. We will deal with aging another day.
It’s as though we’ve attempted to marginalize aging, and how we’ve euphemized it reflects that. The late, great George Carlin put it thusly:
[We] look at an old guy and say, “Look at him Dan! He’s 90 years young.” Imagine the fear of aging that reveals. To not even be able to use the word “old” to describe someone! To have to use the antonym! The fear of aging is natural, it’s universal isn’t it? We all have that. No one wants to get old, no one wants to die. But we do! So, we bull shit ourselves!
Need an example? Consider the low testosterone (“Low T”) commercials now filling the living room void. A new wave of treatments predicated on the fear of aging and masterfully marketed toward fighting it. Today we dig into the Low T market and the opportunities it presents.-The Flaneur More