News & Insights
Darwinism….or is it?
It is safe to say the mining industry would probably not have been front of mind as the great naturalist laid out his theory of natural selection in the 1850s. However through the grind lower in commodity prices to their nadir in 2016, many companies found themselves in a similar...
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Spotify, Chick-Fil-A & digital data driven value chains
Chick-Fil-A announced plans to launch a meal kit product available at restaurants so consumers can skip a subscription service or a stop at the grocery store. Value chains of all types are reorganizing to be digital & data driven. In meat and poultry, the retail space is seeing it in...
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The Edge of the World (Cup)
Making investing decisions requires the same discipline around decisions that purchasing, sales, and pricing teams make every single day. So if that’s you, how are you finding your Edge? Here’s a great paragraph to consider: “Edge is a key element of Lux’s investment philosophy: Edge can derive from informational, analytical...
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Disney dares dynamic pricing; Will you?
You might be thinking, “But this is the meat business. To some degree pricing for even the most value added products are still tied to the commodity market and our customers are price sensitive, so this won’t work - we don’t have the flexibility Disney does.” I get it. There...
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Toys R Us or Cargill?
Before you decide, consider 2 recent articles. 1) Whether you were a Toys R Us kid or not, you probably know this company has gone from king of retail to asset liquidation. The demise of Toys R Us is partially a story about financing terms gone awry, partially a story...
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