Comments on: AeroGrow (AERO) Valuation

By: Old School Value » Blog Archive » Different Types of Risk

Old School Value » Blog Archive » Different Types of Risk — Sun, 23 Nov 2008 22:50:51 +0000

[...] of revenues coming from one product – refer to AeroGrow, [...]

By: AeroGrow: Can’t Finish The Race — Old School Value

AeroGrow: Can’t Finish The Race — Old School Value — Sat, 19 Jul 2008 16:04:11 +0000

[...] capital expenditure and experience within the management team. This was the risk I outlined in my previous posts and one which played out. “For the quarter and year-ended March 31, 2008, the story is a [...]

By: Fisher’s 15 Point Checklist: AeroGrow (AERO) — Old School Value

Fisher’s 15 Point Checklist: AeroGrow (AERO) — Old School Value — Thu, 26 Jun 2008 21:29:52 +0000

[...] As with all companies, a thorough understanding is required in order to maximize returns and keep your cool even when the stock price falls. But how do we go about understanding? Not everyone is in the position to do for themselves much of what is needed to get the most from their investments. That is where the 15 point checklist by Philip Fisher comes in handy. It acts as a guide to your investment research. The following is my scuttlebutt for AeroGrow. You may also read my first valuation report on AeroGrow. [...]

By: Economic Moats (The Little Book That Builds Wealth) — Old School Value

Economic Moats (The Little Book That Builds Wealth) — Old School Value — Thu, 26 Jun 2008 21:07:52 +0000

[...] All were great products but none of them lasted. Who knows what will replace the iPod or the AeroGarden. Or what about Krispy Kreme? They have some fantastic tasting donuts but nothing to lure me back [...]

By: Jae Jun

Jae Jun — Fri, 23 May 2008 02:43:10 +0000

Any photos to show us progress?? I find this product really interesting just looking at the photos of other peoples experiences.
As for the one hit wonder, that is very true. AeroGrow just announced they received additional financing which should help with growth. I just hope they can show some profitable numbers by end of Q3.

By: ed

ed — Thu, 22 May 2008 12:04:31 +0000

Off topic but the product is excellent. My wife bought me one for my office and it’s performing better than I expected it to. As far as the company goes, I wonder if AERO can break out of the niche into the larger market. From the looks of their catalog, it’s on the roadmap. There are lots of one hit wonders that fail to do that and eventually fade away.

By: Jae Jun

Jae Jun — Fri, 16 May 2008 14:47:18 +0000

Hi Daphne,
To be honest, I am not the owner of one yet. However, I have been searching around on growing your own seeds and there are definitely ways to do it. You can buy the deluxe kit which supplies you with a years worth of nutrients, sponges and pods separately so that you can insert your own seeds. OR you could try searching for hydroponic supplies and buy the sponges only.
Hope that helps somewhat

By: Daphne

Daphne — Fri, 16 May 2008 08:05:20 +0000

Hi threre I just bought the aerogrow and set it up. I got a great buy in it $37.99 at target and I bought 2 of the tomato boxes for $4.99 each. I was wondering if you are still happy with it? Have you tried to use your own seeds and if so how did that work out?
Thanks, Daphne
PS sorry if this was off the subject but I am surfing the net for information on this kit.

By: Jeff

Jeff — Mon, 05 May 2008 10:15:04 +0000

Ah, makes sense, thanks.
-Jeff

By: Jae Jun

Jae Jun — Mon, 05 May 2008 08:15:00 +0000

Hi Jeff,
I was re-reading your question and I don’t think I answered it completely.
What I really meant was that I looked at the FCF numbers to compare performance but for the intrinsic value, since the FCF is negative, I used operating earnings to derive the numbers that I got.