09/14/18

UBER

Big Red Car here – I don’t qualify for Uber because I’m too damn cute. Sorry, Uber. Doesn’t mean I can’t love Uber from afar. [Been cheating on my Uber-affaire with Lyft. Don’t tell anybody.]

The Bevo loves Uber and the Big Red Car. Big Red Car poses for a selfie with the Bevo on the occasion of beating the crap out of Tulsa. OK, squeaking past Tulsa, thanks, place kicker.

So, what’s going on over at Uber?

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09/6/18

RH – Restoration Hardware, Swimming Upstream

I am always interested in turnaround stories and in companies who are swimming upstream. Such a company is Restoration Hardware.

Restoration Hardware has been public since November 2012 and had been owned by PE firms in the past. I love them for their enormous couches because I am an enormous Chevy Impala and like to lounge on a big couch.

This is a damn big couch. You can get any of their leather couches in a 10 foot length.

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09/5/18

Nike – Social Justice Warriors

So, I have long given up on the National Football League and, of course, it’s college football season, so who needs them?

Turns out Nike does and made the fallen angel Colin Kaepernick the centerpiece of their 30th anniversary “Just do it!” advertising campaign.

Image result for nike logo images

Doesn’t impact me – well, other than I am not buying any Nike stuff, but I’m a long time vintage Adidas guy anyway.

So, I got interested in what other social justice things Mighty Nike was involved in and, WOW, did I find out some troubling stuff.

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09/4/18

Tired – That Special Kind of Tired

Big Red Car here with the Labor Day holiday in the rear view mirror. Rained all day in the ATX, but we love our September rains. Bring. Them. On.

Got me thinking about the number of times I’d worked hard and ended up bone crushingly tired.

It was a special kind of tired.

I wish that every man and woman in the United States could experience that phenomenon. Good hard back breaking work followed by a paralyzing level of tired. It gives a person worth.

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08/20/18

Dollar General, A Love Affair

Big Red Car here on a bright, sunny Monday morning back from visiting My Perfect Granddaughter in Savannah. She is a perfect baby.

Sleeps through the night, naps well, eats like a champ and loves her Momma, Daddy, Mimi, and Gwantpa. She can even hold her toes when the thought grabs her.

OK, Gwantpa, can you do this? Haha, you’re silly.

Which, of course, got me thinking about Dollar General  – wow, what a powerful transition, no?

Image result for dollar general logo

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08/9/18

Mattresses – the Sleeping Edge of the Internet

Mattresses, Big Red Car? Really?

OK, so there are powerful forces at work here, but, first, we need a nap. A nice refreshing nap.

Mattresses are a symptom of several interesting things:

 1. Mattresses are symptomatic of how the Internet is wrecking “bricks & mortar” retail.

 2. Mattresses are symptomatic of how the Internet is spawning unbridled competition.

 3. Mattresses are symptomatic of how the cycle of legacy businesses disrupted by the Internet and returning to the original legacy methodology is asserting itself.

 4. Mattresses are symptomatic of how the commercial real estate business is being impacted by the move of commerce to the Internet.

Shall we?

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08/7/18

Subscription Income Power – Peleton

Peleton, Big Red Car? You’re kidding, right?

Shut up and start peddling, y’all, I’m as serious as avoiding a heart attack.

So, the Big Red Car likes Peleton for the diversity of its income. It generates sales income – the one off sale of a Peleton bike or treadmill – and monthly recurring revenue with a monthly membership. It also finances the sale of the bike or treadmill at 0% interest while upselling you on shoes, weights, headphones, heart monitors, bike mat, water bottles.

Live-Streaming

Where’s the bike mat and why aren’t you dressed like Lance Armstrong?

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07/31/18

Theranos – Bad Blood

So, the Big Red Car just finished reading Bad Blood, the John Carreyrou book about the rise and fall of Theranos and Elizabeth Holmes. It is a good read.

Theranos was the brain child of Elizabeth Holmes, Stanford drop out, who hated being stuck with needles when giving blood. She “invented” a new approach in which a simple pinprick of blood could be used to conduct a myriad of different blood tests.

Elizabeth Holmes, founder Theranos, had this weird Steve-Jobs-black-turtleneck meme going on which she coupled with an artificially deep voice to create the Silicon Valley Stanford dropout genius image. Along the way, she talked some very sophisticated investors out of $900,000,000 before the entire thing imploded. “Look into my eyes!”

At scale, she was going to put these machines – portable blood analyzers – in patients’ homes and at drug stores. It was to be the fast food of blood testing with almost immediate results. The key to it was a small sample size, miniaturization, and almost instant results.

It sounded too good to be true. It was.

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