Berk Sure Has A Way

Putting my mouth where my money is.

Archive for August 2015

The Knives Are Out For GrubHub

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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

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Written by Kevin Berk

August 18, 2015 at 4:09 PM

Posted in Uncategorized

Google’s Alpha ‘Bet’ On Transparency Is No Qwikster 2.0

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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.

Written by Kevin Berk

August 14, 2015 at 1:47 PM

Posted in Uncategorized