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The Coca-Cola Company Message Board

itsallaboutgrowth 4 posts  |  Last Activity: Aug 14, 2014 8:40 AM Member since: Sep 18, 2004
  • itsallaboutgrowth by itsallaboutgrowth Aug 14, 2014 8:40 AM Flag

    Given all the turmoil in the industry, the VPCO report was surprisingly good, and indicates the right moves to be very well positioned. My 18yo non-smoker nephew (from a 100% non-smoking family) recently bought a vaporizer. He brought it out at a family party and all the relatives, regardless of age, thought it was awesome. Everyone loved the non-nicotine flavored e-juices. A GREAT sign of things to come!

  • itsallaboutgrowth itsallaboutgrowth Jul 8, 2014 9:56 AM Flag

    Now, now, let's not blast ALL hedge funds. There does actually exists management at some corporations who have irrationally expanded their product reach will beyond areas of core competencies, where both shareholders and most employees would benefit from product line divestiture. Hedge funds are often required, if there's any hope of blasting apart the status quo. But, to anyone with a brain, Quantum's current products do fit within its core competencies, and a hedge fund that believes otherwise will only destroy the company and the dreams of American workers. However, EVERY corporation has employees and managers who relentlessly rationalize their existence, even though their product line shows no real hope for widespread market acceptance and sales growth, or their product line is stable enough that most of its project group workers are realistically no longer needed. One could argue that the latter is probably the case at every corporation, including Quantum. Fixing that latter problem does not require hedge fund leadership. It simply requires corporate leadership who actually takes the time to understand and admit to themselves the realities of their marketplace, and how each product line fits or DOESN'T fit into an aggressive growth strategy, without blindly following the inevitable job-preserving rationalization of the product managers. If management does not regularly conduct insensitive, realistic product line and project group evaluations, they are just begging for a hedge fund like Starboard to step in.

  • itsallaboutgrowth itsallaboutgrowth Jul 2, 2014 9:50 AM Flag

    Kick Starboard out. Its time for a new investor.

  • itsallaboutgrowth itsallaboutgrowth Jun 30, 2014 9:29 AM Flag

    Anyone who does a Google search on Starboard Value holdings can see that the J3SG link suggests that Starboard MAY have a problem identifying exceptional candidate companies for which they have the talent to increase (much less preserve) shareholder value? Time will tell. Starboard has already been given plenty of time. Perhaps QTM shareholders should do the opposite, and reject Starboard's board candidates, essentially telling Starboard to go away so that another major investor with a "fresh" approach to Quantum can come in and have a shot at REALLY increasing shareholder value? Just a thought.

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