aero | Old School Value

Analysis Now Includes Spider Graphs

Tuesday, November 25, 2008

I find it much easier to see and understand graphs and lines rather than a row of numbers next to each other. I have to admit that my investing techniques still needs work. So in an effort to iron out some kinks, I will now implement a spider chart (Excel calls it a radar chart) when I analyze companies. Here is an example. Note the difference between AeroGrow (AERO) (one of my many mistakes) and Coca Cola (KO).

AeroGrow: Can’t Finish The Race

Friday, July 18, 2008

4 Comments

Fiscal year 2008 came to a close for AeroGrow on March 31, 2008. The conference call was held on June 26 and I think it is a good time to provide an update. Previously I had written about AeroGrow and pointed out good and bad points, but mostly good. With the stock price lower by approximately 35% from my time of purchase.In this post, I won't gloss over the increase in revenue or store presence and other obvious matters. This post, I'll be going over the problems.

Fisher’s 15 Point Checklist: AeroGrow (AERO)

Saturday, May 10, 2008

8 Comments

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.

AeroGrow (AERO) Valuation

Saturday, May 3, 2008

13 Comments

Living in an apartment in Seattle doesn't offer much opportunity to grow your own small plants or herbs. The endless cloudy days and the small square footage doesn't help the cause either. I don't like gardening and planting but I do want to be able to eat (if possible organic) fresh salads, herbs and other vegetation without having to visit the grocery store so often. So I've recently become greatly interested by Aerogrow, a company that has a product line that seems to solve the dilemma for people like myself.