Peter Cohan's Page
http://www.forbes.com/sites/petercohan/
Peter S. Cohan is a management consultant, venture capitalist, teacher, author and blogger. Prior to starting his management consulting and venture capital firm in 1994, he worked for Monitor Company, a strategy consulting firm co-founded by HBS Professor, Michael Porter and as an internal...
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Peter Cohan posted a blog post
Netflix Beats Subscriber Count Target By 36% As Growth Strategy Pays Off
If you must invest in individual stocks, look for companies run by CEOs who invest in long-term growth trajectories that sustain high growth at scale. Reed Hastings is one of the rare leaders who keep pulling that off.
April 19, 2017
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Peter Cohan posted a blog post
4 Reasons Warren Buffett Should Sell IBM
If Warren Buffett had not blundered into IBM in the first quarter of 2011 and instead had sunk billions of dollars into the S&P 500 back , he would be 71% better off. After 19 quarters of shrinking revenue, here are four reasons why he should sell IBM and invest elsewhere.
April 19, 2017
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Peter Cohan posted a blog post
Skip Cisco Stock After $3.7 Billion AppDynamics Buy
Investors in application monitoring software maker AppDynamics scored a coup when Cisco Systems bought it for more than twice its likely IPO price today. And by taking cash, those investors cast shade on Cisco stock. Heed their message.
April 19, 2017
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Peter Cohan posted a blog post
Why Alphabet Flunked The Hardest Math Test In Business
In 2015, Google restructured itself and picked the name Alphabet so investors could see how it was cleverly building a portfolio of market-beating growth bets. It has yet to deliver on that premise.
April 19, 2017
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Peter Cohan posted a blog post
Startup Raises $165 Million To Take Microsoft, HPE Customers In $34 Billion Market
When a startup turns all its attention to a business that a big company deems as marginal, the startup has good odds of winning. Will Tricentis take significant revenues from Microsoft and HPE in the $34 billion testing tools market?
April 19, 2017
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Peter Cohan posted a blog post
Two Reasons Fitbit's 70% Plunge Is Not A Buying Opportunity
Activity tracker Fitbit has suffered a 70% plunge in its stock price since its IPO. And its January 30 report and forecast suggest tougher times ahead. Are its shares at this price a call on its ultimate acquisition by a big athletic apparel maker?
April 19, 2017
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Peter Cohan posted a blog post
3 Reasons To Buy Into Facebook's Unstoppable Growth
Facebook's growth is explosive and the stock is expensive -- but its growth trajectory suggests that it will keep beating expectations
April 19, 2017
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Peter Cohan posted a blog post
3 Reasons To Punt On Snap's IPO
When Snap goes public, its shares are likely to pop. But there are at least three good reasons to resist the urge to buy the stock on its first day of trading.
April 19, 2017
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Peter Cohan posted a blog post
This Surprising Rival Beats Cisco's AppDynamics, New Relic In $2.6 Billion Market
After Cisco paid $3.7 billion to snatch AppDynamics from its IPO last month, who will step up to buy the Application Performance Monitoring (APM) market leader, Dynatrace?
April 19, 2017
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Peter Cohan posted a blog post
Munich Startup Triples As It Takes Share From IBM, Accenture In $15 Billion Market
How can giants like IBM hold into its market share when startups attract top talent that delivers business customers huge costs savings in a fraction of the time -- all at a tenth of the price?
April 19, 2017
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Peter Cohan posted a blog post
Will Theranos Survive Until 2019?
Theranos ended 2016 with $200 million in cash left in the till -- but when you subtract off the uncertain cost of bringing a consumer-focused blood tester to market and handling its legal matters -- will that will be enough?
April 19, 2017
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Peter Cohan posted a blog post
With $2.5 Billion Capital Hole, Tesla Is Not Worth $59 Billion
If you show people a picture of an expensive sports car, they are more likely to buy a lottery ticket. By the same illogic, Elon Musk is convincing investors to buy Tesla stock.
April 19, 2017
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Peter Cohan posted a blog post
The Simple Truth That Warren Buffett Won't Tell: Invest In Growth Leaders
Warren Buffett offers helpful advice to invest in index funds and shun hedge funds. But he is not telling you how to pick individual stocks that will beat the market -- here are the four traits that such stocks share.
April 19, 2017
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Peter Cohan posted a blog post
Venice Is The Most Surprising Reason To Skip Snap's IPO
Snap is over-valued, unprofitable, vulnerable to Facebook, unaccountable to shareholders, and suffering from slowing growth. But that won't stop its shares from popping when they start trading. Ultimately, its location in La La Land is what dooms it as a long-term investment.
April 19, 2017
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Peter Cohan posted a blog post
Snap & GoPro Shares Sink 7%: Time For An Acquisition?
One of the benefits of going public is acquisition currency that can be used to buy revenue. Snap has $31.4 billion worth and should spend $1.5 of it to take over camera and aspiring drone maker GoPro. If Snap does not grow faster, its shares could be decimated like GoPro's have been.
April 19, 2017
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Peter Cohan posted a blog post
Hewlett Packard Pays Up For Nimble Storage, Is Pure Storage Next?
The flash storage industry is big and growing -- but leading players are losing money. In the interest of growth, big companies may be willing to pay up to buy them out of their unsuccessful efforts to reach profitability. Will some new incumbent pay $2.5 billion to take out Pure Storage?
April 19, 2017
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Peter Cohan posted a blog post
4 Reasons Not To Bet Against Netflix
One analyst thinks that Netflix is worth half its current market price. But Netflix's CEO has a disciplined growth strategy that has propelled it to grow at over 20% a year as it nears $10 billion in revenue. Here's why betting against Hastings could be a costly mistake.
April 19, 2017
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Peter Cohan posted a blog post
After Intel's Mobileye Buy, Here's Why You Should Bet On NVIDIA, Delphi
Incumbent chip makers are betting on the $70 billion (2030 sales) autonomous vehicle market for growth. After Qualcomm bought NXP and Intel took out Mobileye, should you buy stock in the next targets?
April 19, 2017
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Peter Cohan posted a blog post
4 Reasons Adobe Systems Is Still A Buy
It is easy to describe what it takes to keep a stock price rising. Just beat revenue and earnings growth expectations and raise guidance. It is just very hard to do consistently. Here's why Adobe keeps hitting new highs.
April 19, 2017
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Peter Cohan posted a blog post
Clean Up Toxic Waste Or Bet Against Google And Facebook
Social media revenue depends on user-generated content. But too much of that content is toxic waste for advertisers. Can Google and Facebook fix the problem? If not, their revenues and stock prices are heading down.
April 19, 2017
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Peter Cohan posted a blog post
Moore's Law's Over: Don't Buy Intel, Qualcomm Or Western Digital
Moore's Law is now a historical artifact and that has left its former practitioners -- Intel, Qualcomm, and Western Digital -- in a growth quandary. Don't rush to buy their shares.
April 19, 2017
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Peter Cohan posted a blog post
Race To $1 Trillion: Apple Will Get There First But Buy Amazon
If recent trends continue, Apple will become the first $1 trillion market capitalization company by 2019. But Amazon stock is growing much faster and will get there by 2020 -- it's the better investment.
April 19, 2017
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Peter Cohan posted a blog post
Moore's Law's Over: Why Mobileye, Cloudera And Optane Won't Boost Intel's Stock
Moore's Law is still on hold and despite new products, a big acquisition, and a big return on investment in a soon-to-IPO software company, Intel revenue growth will remain tepid.
April 19, 2017
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Peter Cohan posted a blog post
Punt On Nutanix And Keep Your Eye Out For Cohesity's IPO
The cofounder of Nutanix started a new company that just raised $90 million. My interview with one of his board members makes me think you should avoid Nutanix and keep your eye on Cohesity as it charts a path to an IPO. Why? It's all about sales productivity.
April 19, 2017
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Peter Cohan posted a blog post
Are Tech IPOs Back? Okta's Success Elicits Rival's Mixed Emotions
A successful offering of Okta shares could boost demand for enterprise software IPOs. If so, privately-held Okta rival, SailPoint -- which is profitable -- could benefit.
April 19, 2017
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Peter Cohan posted a blog post
Amazon's Destroying Retailers, Here Are 3 Ways To Profit
Amazon controls 53% of retail e-commerce growth. That's likely to boost apparel store-closings four-fold in 2017 to a record high. Here are four ways to profit.
April 19, 2017
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Peter Cohan posted a blog post
To Grow Faster, Whole Foods Must Beat Trader Joe's On Value
Whole Foods is bleeding millions of customers. To grow, it needs to win them back. And to do that it must offer better value to customers than do rivals like Trader Joe's.
April 19, 2017
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Peter Cohan posted a blog post
Startup Snatching Share From IBM And CA In $2.3 Billion Market
IBM and CA Technologies like to acquire companies and weave them into a big bundle that it forces customers to take. Instead startups are giving customers the option of leaving Big Blue behind. That's why the startups are growing and IBM is not.
April 19, 2017
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Peter Cohan posted a blog post
Intel's 56% Haircut Says Avoid Cloudera's IPO
In October 2013, Cloudera was hoping to hit $1 billion in revenue. Instead it's going public at a quarter of those revenues, big losses, and a very big haircut for investors like Intel who took a 22% stake back in May 2014. Avoid these shares until the company has a clear path to profitability.
April 19, 2017
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Peter Cohan posted a blog post
2 Big Reasons To Sell IBM Stock
Warren Buffett is smarter and richer than I will ever be. But there are two compelling reasons he should cut his losses in IBM.
April 19, 2017
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Peter Cohan is now a member of Berrett-Koehler Community
