Author Archive

  • Letter to American Apparel’s Discredited Board of Directors
    Posted by on July 17th, 2014 at 9:00 am, Comments: 0

    BIGGER CAPITAL DELIVERS LETTER TO AMERICAN APPAREL’S DISCREDITED BOARD OF DIRECTORS States That All Current Directors Should Be Held Accountable For the Reckless Decisions of […]

  • New CEO Lights a Fire in the Ovens at Cosi
    Posted by on June 17th, 2014 at 2:35 pm, Comments: 0

    On May 15, COSI Restaurants ($COSI) announced earnings for the first quarter, which ended on March 31.  In the earnings call, new CEO RJ Dourney […]

  • The Sycamore Partners Insight
    Posted by on June 13th, 2014 at 11:12 am, Comments: 0

    Sycamore Partners has announced that it has bought 9.9% of Express ($EXPR),  a specialty retailer brand of women’s and men’s apparel in the United States. […]

  • Marcum Microcap Notes
    Posted by on June 9th, 2014 at 11:21 am, Comments: 0

    This year we attended the Marcum Microcap conference for the second year in a row.  The conference was well attended by both companies and investors. […]

  • An Investor Asks about Plug Power and American Apparel
    Posted by on June 5th, 2014 at 11:13 am, Comments: 0

    Hi, Michael, What is your reading of 1Q results of $APP? The revenue seems slowing down especially sss. From your recent writing, they are active […]

  • Plug Power Notes
    Posted by on June 3rd, 2014 at 9:55 am, Comments: 0

    On Thursday June 29, I attended a panel about fuel cells at the Cowen Conference. Andy Marsh, Plug Power CEO, presented.  The other panelists represented […]

  • One Year Ago at Plug Power
    Posted by on May 21st, 2014 at 8:57 am, Comments: 0

    One year ago, on 5/21/2013 we had the opportunity to visit Plug Power ($PLUG) manufacturing facility. This day will stand out as one of the […]

  • American Apparel the Photographer
    Posted by on May 20th, 2014 at 9:54 am, Comments: 0

      In this excellent article, Aaron Taube describes the secrets of American Apparel’s ($APP) red-hot Instagram account. I would like to add my own comments to […]

  • American Apparel Inventory Levels
    Posted by on May 16th, 2014 at 4:20 pm, Comments: 0

    American Apparel ($APP) reduced inventory by $6 million from $169.3 million to $163.3 million during the first quarter of 2014. The company’s objective is to […]

  • American Apparel Thermometer
    Posted by on May 12th, 2014 at 10:02 am, Comments: 0

    This is an image that we have created to help us visualize different valuation frameworks for American Apparel ($APP). The exercise is not an exercise […]