Photo credit: caleb kung Coach is a classic case of investing in a turnaround. However, Investing in turnarounds has two main sentimental risks: markets sentiment and investors falling in love with the company. Coach Q3 results indicate that a successful turnaround is not far away. Brand and management were essential to achieve positive results. Regularly,… Read More Coach Is Back! Is This The Beginning Of a New Era?
3D Systems ($DDD) has chosen Vyomesh Joshi to lead the company. Most likely, the company is rebooting. Probably, it will lose some visibility due to a low-profile strategy compared to the previous one. The strategy followed by the previous CEO had the mass-market allure which was one of the catalysts that brought the 3D printing… Read More Can Business to Business (B2B) Bring 3D Systems To a Whole New Level?
To say that European banks’ performance has been disappointing, is an understatement.
Since the European debt crisis started, the S&P 500 appreciated more than 100%, while Santander (SAN) and Deutsche Bank (DBK) lost more than 50%. The difference in relative performance is brutal.… Read More Why Are European Banks Performing Badly? The Santander Case