No Retreat, No Surrender
Analyzing and commenting on the hot topics in business, politics, and economics globally
I do not play favorites nor do I criticize to be malicious or disrespectful. My goal is simple: Provide opinions that help cut through noise, educate, uncover lies and half-truths, and provide clarity.
Is Getir Going Out of Business?
The following is my opinion. I have stated clearly for over two years that Getir, which has a valuation of $12B, is woefully overvalued. I don't believe Getir was ever legitimately worth $12B. I have also been consistent in stating that Getir will only be worth...
Killing Twitter
For those of you who don’t follow Linette Lopez, I encourage you to do so. The articles she writes for Insider always have a degree of bared fangs and sharp claws mingled with humor and facts. This article reinforces much of what I wrote would happen to Twitter in...
Is Automation Inside Rivian Vans the Next Opportunity for Amazon?
I'm a fan of Rivian and I especially like their EV vans used by Amazon to make deliveries. I continue to believe that Rivian should create a new company for their van production to make it completely separate from the passenger vehicle business - Rivian Commercial,...
Kim Kardashian Built SKIMS Into a $3.2B Brand. Is her Next Challenge Running for the U.S. Senate?
Kim Kardashian has built a career based on her beauty. Arguably one of the most beautiful women ever to live, Kim is often overlooked for her business acumen. In many ways, I believe Kim is frequently underestimated and viewed as a media creation and nothing more....
The Outsider
The selection of David Bozeman by C.H. Robinson to be CEO has created a flurry of behind-the-scenes discussions among industry leaders and the press. Most of the comments about David are negative because of his perceived inexperience. I continue to remind everyone...
Starbucks can Reimagine the Company and Help Millions – Here’s How
I don’t drink coffee but I’m a fan of Starbucks. The company is in the process of implementing several new strategies under the watch of CEO Laxman Narasimhan. One such strategy is using third-party partners to help expand its last mile capabilities. The company...
The Final Word on What Killed Zume
LinkedIn members are contacting me about Zume. For those of you who don't know who Zume was, the company was founded in 2015, with the goal of using robots to make pizzas and cook them inside specially designed vans with ovens. I was an advisor to the founder of the...
Fight Club
The proposed merger between Kroger and Albertsons is turning into a battleground. Unions are asking the Federal Trade Commission to stop the merger as are special interest groups concerned about the impact on the price of groceries. Regardless of the lawsuits, I don't...
Is Amazon their own worst enemy?
I received a copy of a letter written by AB Bernstein analyst Mark Shmulik titled ‘Amazon. Bring Back Day One. A sell-sider goes activist.’ In the letter, Shmulik lists where he disagrees with Andy Jassy, and he outlines changes that he’d like Amazon to make....
Foreign Brands are Invading America and that’s Good News for Consumers
According to this article from The Wall Street Journal, foreign brands are turning to America for expansion. Among the brands investing in opening stores are MANGO, UNIQLO, ZARA SA, the LEGO Group, Primark, and many others. IKEA is so happy with their growth prospects...