Jae Jun

AeroGrow International: A Lesson in Analyzing Financial Statements

I am confident in saying that it wasnt the timing. It was the company that I made a mistake on.

A great product does not equal a great company. The AeroGarden may be great, but the company made a mess of its expansion and capital plans. No wonder it announced it is trying to sell itself or find a strategic alternative.

The patents only give it a tiny edge, but nothing that can't be copied. There is also a reason why there are no competitors. They don't see any long term profit potential.

AeroGrow International: A Lesson in Analyzing Financial Statements

And investing for those reasons is exactly why I got burned and many more.

That was the exact line thousands were saying when the stock was at $5 then at $3 then at $1 and now at 30c.

Even a startup should be smart about its growth rather than grow its inventory by such a crazy margin.

No matter how "hot" the product is, its a one product company with horrible management.

AeroGrow International: A Lesson in Analyzing Financial Statements

Increase in A/R, A/P, and inventory isn't bad if it's managed properly. In this case, this isn't managed at all.

It's fairly obvious what you can deduce from the figures.

Also, growing revenue with decreasing cash is one of the major warnings and what shorts look for.

Plain and simple.

AeroGrow vs. Coke: Spider Graphs Analysis

To explain the moat would be a whole chapter in itself.
A best explanation would be to read Pat Dorsey's "The little book that builds wealth."

You can also read my book review at www.oldschoolvalue.com.../

AeroGrow vs. Coke: Spider Graphs Analysis

I'll keep a note for future analysis. It not difficult really and I don't know why it took me so long to think of it as I saw the spider graph every week or so.

AeroGrow International: A Bargain at Under $5

I agree with taxd2deth. The product is either a hit or miss. So far they are doing a really good job of getting out there and getting their brand known but it could end up like many other kitchen appliances.

However, I like the idea and how this is completely unique. I did further research which you can read at www.oldschoolvalue.com...

AeroGrow Invents New Industry, Continues Sprouting

I find AeroGrow intriguing and did some further research and valuation which you can read at www.oldschoolvalue.com...