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Victor Cook

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