Berk Sure Has A Way

My latest at Seeking Alpha discusses the uber-competitive food delivery space.  It is a classic horror story? Who will survive in the end?

• GrubHub is facing tremendous competitive pressure from savvy new entrants.
• If the SF Bay Area is any indication, each market will be its own brutal battleground.
• Recent operational missteps will compound GrubHub’s growth woes.
• The biggest risk is GrubHub becoming a footnote – like Myspace or AltaVista.

Read the whole thing:  GrubHub Competitors

I posted a new article to Seeking Alpha yesterday.

Alphabet is no Qwikster

Summary:

• Alphabet provides transparency, focus, accountability and autonomy for the new CEOs.
• Google’s Alphabet corporate re-brand is no Netflix / Qwikster debacle.
• Expect that “what gets measured, gets managed” from a finance and strategy standpoint.

Disclosure: I am long GOOG.