You decide: 1 Berkshire Hathaway or 231 Google?

If you had to guess, what percentage of investors in Google right now are "smart money" (vs. dumb money)?  I’m intrigued by corporate statements that seem to be driving recent changes in GOOG share price: "Clearly our growth rates are slowing…"  CFO Reyes, 2/28/06:  closes down 6.8% "I’ll leave it as an exercise to you […]

Starbucks and one-way brand expansion

Thinking about Starbucks recently – reminds me of a theory I have on how brand extensions can work.  It’s much easier for a premium brand to extend "downscale" and retain its core/prestige than it is for a mass market brand to reposition itself as upscale. I recalled this after reading a couple of interesting mentions […]

Helio + MySpace: more light than heat

I thought this was an interesting announcement, coming so close on the heels of Mobile ESPN‘s launch the day after the Super Bowl.  There’s been a flurry of press but I’m not seeing a lot of analysis, even from some names like Om Malik…maybe people are holding their breath until the service actually launches. Going […]

Airport security programs need to understand the customer

A couple of weeks ago, I was down in Orlando for the WOMMA conference.  Great event, met lots of interesting people. Near my gate, I noticed a kiosk designed a lot like Amex Blue.  It was setup for Clear, a service that intends to expedite travelers through airport security.  It’s only operating in Orlando, but […]