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On December 14, 2015, clavidas commented on Aldi’s Crusade Against Costs :

I really enjoyed this post, thanks a lot for all the info. I think the Aldi business model and operating model are a perfect example of effective alignment. I used to live in the UK and am well aware of the troubles they have caused for competition like Tesco and Morrisons.

I do however wonder whether there is a structural limit to discounter penetration and whether we have approached that limit already. The relatively plain shopping experience will deter the upper-middle class from shopping at their stores. Also I am worried that the limited number of SKUs they have might make it impossible for Aldi to be a one-stop shop for groceries. Lastly, I think they need to develop a strong online presence in order to keep growing as they have been in the past.

On December 14, 2015, clavidas commented on Celgene: A Winner in Biopharma :

I think this is a very enlightening post. It would be interesting to better understand how the company compares to its competitors in terms of R&D spending as a percent of sales. I wonder whether a lot of its recent success has been due to catch-up potential rather than a real advantage over others and that now that it has matured we will see lower growth rates. Also, it would be interesting to try and further analyse whether their truly is a better R&D process at Celgene or whether a part of their success is plain luck.

On December 14, 2015, clavidas commented on The Reese Group: Regional Appeal on a National Scale :

Thanks for your post. I think the grocery retail industry is a very interesting one so it’s great to learn more about other parts of the value chain. I think this is a clear example of a “winner” and definitely see the benefit of an expansive footprint and emphasis on human capital when pushing regional brands towards a more geographically diverse market in an industry where interpersonal relationships are very important.

I do wonder how the Reese Group will respond to the increasing penetration of online as a channel of distribution for groceries.