Guy Fawkes

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On December 15, 2015, Guy Fawkes commented on Patachou: A Student Union for Adults :

I talked to the President & Founder. She said the availability of ingredients that meet their standards is their #1 challenge to growth. For instance, they use some 40K eggs per year. Adding a store in central Indiana requires a minimum of 18 months lead time for their best egg producers. Adding a store in a new geography requires the establishment of a new relationship plus a similar or longer lead time.

On December 13, 2015, Guy Fawkes commented on ArcelorMittal USA :

Thanks for the post Scott and great job. I, as you said, was also under the misunderstanding that steel was a fully commoditized product. It was really interesting to learn about the different alloys, coatings, etc. I wonder, however, if the large capitalization strategy is more of a risk than an advantage for the company. If steel manufacturers can greatly benefit from process R&D and new product innovation, is a heavy-capitalized steel mill best positioned to implement these new advances or will AM be disadvantaged versus the mini-mill strategy that Nucor and others have adopted?

On December 12, 2015, Guy Fawkes commented on McKinsey – A Lack of Structural Optimization :

Interesting idea but not necessary a novel one. Do you have experience with other consulting firms who use a similar model to what you proposed? Are they more or less successful?

Last year, I worked with The Boston Consulting Firm’s healthcare practice on a Research & Development benchmarking project. Their industry experience was invaluable in gathering relevant and accurate data about our competitors…a point for your proposal. However, not every project requires industry expertise. I have also hired consultants to bring cross-industry best practices to my company’s operations, such system and organization design. Would restructuring the operating model eliminate their ability to win these type of projects?

On December 11, 2015, Guy Fawkes commented on Patachou: A Student Union for Adults :

After posting I found a video that might shed some additional light on Patachou’s menu and restaurant atmosphere:

On December 11, 2015, Guy Fawkes commented on Hermès: The ultimate luxury company :

The financial results are quite compelling, but it isn’t clear to me how hand-crafted and labor-intensive operating models create a higher quality product. Have you considered that the rapid pace of new product innovation at the firm requires investment in flexible resources, such as high-quality human capital versus investing in capital intensive automated manufacturing? Will the firm be disadvantaged in the future when innovations in automated manufacturing allow a higher degree of new product innovation? Or will the firm’s high gross margin insulate it from this pressure?

Great job! Great company! Thanks for posting.