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Victor Cook

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  • Margin Myopia
    on Mar. 26, 2013 GOOG, MSFT, YHOO 7 Comments
  • When Art Informs Science: Three Of Facebook's Optimal Revenue Plays
    on Aug. 21, 2012 LNKD, MSFT, YHOO 15 Comments
  • Seat Wars: Delta Vs. Southwest
    on Oct. 24, 2011 DAL, LUV 8 Comments
  • Physics of Market Share: The Little Guy Has More to Gain
    on Feb. 7, 2011 LUV 16 Comments
  • What's Facebook Worth?
    on Oct. 11, 2010 GOOG, AOL, AKAM 18 Comments
  • Southwest Airlines Share-Earnings Curve
    on Aug. 25, 2010 LUV, ALK, DAL 4 Comments
  • Why Airline Mergers Don't Work: Scale Is Not a Blessing
    on Sep. 25, 2009 LUV, DAL, JBLU 19 Comments
  • Brand Robustness Determines How Much Companies Suffer in a Downturn
    on Jul. 31, 2009 JPM, KO, IBM Comment!
  • Stress Test Results: AQ Chances vs. SCAP Buffers
    on May. 12, 2009 XLF, KBE, WFC 2 Comments
  • Stress Testing: What's Your Bank's AQ?
    on May. 2, 2009 VLY, WFC, UBSI 26 Comments
  • Banks: Forget the Stress Tests - Use the Asset Quality Index
    on Apr. 13, 2009 GS, JPM, MS 1 Comment
  • Which Banks Are Holding Those 'Hard-to-Value' Assets?
    on Apr. 5, 2009 C, BAC, JPM 9 Comments
  • Time for GM to Declare Bankruptcy?
    on Mar. 15, 2009 UAUA, GM, F 133 Comments
  • General Motors' Natural Share Level: Can GM Be Like IBM?
    on Dec. 15, 2008 GM, IBM 5 Comments
  • Roche Covets Genentech for Good Reason
    on Sep. 24, 2008 GSK, BMY, RHHBY 7 Comments
  • Air Express Carriers: Winning With a Headwind
    on Aug. 3, 2008 FDX, UPS Comment!
  • Air Express Carriers - Law & Order in the Markets
    on Jul. 14, 2008 FDX, UPS 1 Comment
  • Air Express Carriers and Intangible Market Value
    on Jun. 30, 2008 FDX, UPS 1 Comment
  • Air Express Carriers and the Missing Factors Model
    on Jun. 16, 2008 UPS, FDX Comment!
  • Air Express Carriers: Mr. Smith Goes to Holland
    on Jun. 2, 2008 FDX, UPS 2 Comments
  • Air Express Carriers: Managing Market Share for Optimal Earnings
    on May. 27, 2008 FDX, UPS, OAOFY Comment!
  • Air Express Wars: The New Meaning of Market Share
    on May. 20, 2008 UPS, FDX Comment!
  • Express Luggage Services: Charting a Demand Curve With No Data
    on May. 12, 2008 FDX, UPS, UAUA 4 Comments
  • Passengers, Packages: The Paradox of Air Transport
    on Apr. 28, 2008 FDX, UPS, AMZN 12 Comments
  • Luggage Forward Flying: How to Restore Passenger Confidence and Carrier Profitability
    on Apr. 21, 2008 FDX, UPS, UAL 7 Comments
  • 'Power Offers': Turning Airlines' Mistakes into Value-Added Services
    on Apr. 14, 2008 NWA, DAL, BAIRY Comment!
  • 'Power Offers' in Air Travel: Should Continental Partner with the TSA?
    on Apr. 7, 2008 UAL 9 Comments
  • Creating 'Power Offers' in Air Travel
    on Mar. 31, 2008 DAL, NWA, LUV 4 Comments
  • Why Airline Mergers Don't Work
    on Mar. 24, 2008 LUV, DAL, NWA 15 Comments
  • Fixing the Airlines: Reconfigure or Reregulate
    on Mar. 17, 2008 DAL, NWA, LUV 14 Comments
  • Delta/Northwest: Evaluating Company Performance in a Dysfunctional Industry
    on Mar. 10, 2008 DAL, NWA 6 Comments
  • Unintended Consequences of a Delta/Northwest Merger
    on Mar. 3, 2008 DAL, NWA 23 Comments