deaverb

Agriculture Is Still Growing - Fast Money Recap (5/15/08)

Very helpful summary. Thank you.

Wall Street Breakfast: Must-Know News

I love Eli's work. Especially the EPS drill. Saves so much time. Go Alpha--support Eli. Reminds me of the classic statements of Warren Buffett: "What is the biggest vice of investors?" Warren, "Being overactive." "How could you have made more money?" Warren, "Sat on the porch more; done less." Eli helps me do both. My addition: Most companies need a MBA/Mgt playground so they do less and keep sustaining their brands....

Breaking Up Is Hard To Do

Product line acquisitions are the ones that work. We bought Computer Associates PC line (they had larger fish to fry) without people. We picked up several very valuable independent contractors that fit in snuggly. We bought Blacktooth games the same way. Helped sell Peterson Baby Products to Cosco, later acquired by Dorel, which worked well. Cosco picked up a sales rep network, suppliers, independent designers, but only one employee, the VP Sales, who was a wonderful fit. Think product lines for success!