• Alumni

Activity Feed

On December 13, 2015, VMF commented on FCB: The Healthiest Club in Europe? :

Great reading! I wonder how FCB got so ahead of its german rivals in terms of financial health. Also, compared to other european power houses, such as Real Madrid and Manchester United, I would like to know what is the breakdown of local vs international revenues. I guess international expansion (targeting new countries) is a revenue stream that FCB would benefit a lot from.

On December 8, 2015, VMF commented on Have you ever tried to become a Uber Driver? :

Great analysis. Uber has created a lot of value by connecting passengers and drivers in an efficient and painless way. As the company keeps growing to more countries and receiving new funding (just closed a funding round that valued the company at more than $60 bn), two big risks of the operating model should be considered: (i) screening of drivers, guaranteeing a safe environment for passengers, and (ii) labor contingencies (common to all companies in the “Gig” economy) due to the fact that drivers must follow Uber’s rules but are not officially employees.

On December 8, 2015, VMF commented on When BYD Meets Mercedes-Benz: a Joint-Venture in China :

Very interesting analysis. It was an impressive move by Mr. Wang to enter the automotive sector. However, given that they still have in China a small fraction of the total market and margins are shrinking, how difficult will it be for them in the future to stay competitive?

On December 8, 2015, VMF commented on AREZZO&CO: Succeeding in fashion retail :

Impressive results. I wonder what is the trade-off between outsourcing the production of the shoes to Brazilian vs Chinese manufacturers (or other low cost suppliers). In terms of inventory management, perhaps it is more efficient to send the shoes to stores having local suppliers.