Brands Under Pressure

When I graduated college in the early 1980s the accepted wisdom from investment greats such as Peter Lynch and Warren Buffett and business school courses, was that branded consumer goods were a great investment.  Great brands were thought to build moats from...
Gaming IPOs

Gaming IPOs

I normally do not write about consumer Internet stocks, but the recent news that Alibaba invested in Kabam ( a game-maker) at a valuation of $1 billion and that Machine Zone (a top-grossing game on the Apple App store) is apparently raising money at a rumored $3...

Like what you are seeing?

Signup today for free, and receive email notifications about Bob's new insights.

I will not sell or share your information with anyone.

You have Successfully Subscribed!