Posts by: Mark Mansour

Customer (Dis)Service

Customer (Dis)Service
My fellow associates and I began writing a weekly blog over one year ago which we publish regularly each Wednesday. Blog topics fall into one of four categories: Business Best Practices, General Economic Conditions, PE News, and MCM News. Four of us blog (we excused Kevin, our CFO because he actually has real work to do) and thus "my turn"… read more →

Growth Is Good…Except When It’s Bad

Growth Is Good…Except When It’s Bad
CEO's are constantly under pressure to drive profitability by growing sales. Sales growth initiatives typically involve introducing new products or services, increasing market share, more deeply penetrating existing customers, entering new markets (i.e., extending distribution to new geographies), changing sales mix and/or raising prices. Not all of these sales levers are created equally, a lesson I learned the hard way.… read more →

Globalization Shapes U.S. Manufacturing and MCM Investment Strategy

Globalization Shapes U.S. Manufacturing and MCM Investment Strategy
News Flash: Globalization, inclusive of the rise of low cost country ("LCC") sourcing, is reshaping US manufacturing. OK, maybe the aforementioned is not a groundbreaking revelation, but it is worthwhile to explore in a little more detail and elucidate the impact of globalization and the proliferation of LCC sourcing on US manufacturing and more specifically on our Fund investment strategy.… read more →

Adding Value Critical As “Cigar Butts” Turn To Ash

Adding Value Critical As “Cigar Butts” Turn To Ash
I have been reading the fascinating and informative Warren Buffett biography, “Snowball”, which does a wonderful job of profiling his career and investment approach.  The book recounts Buffett spending countless hours pouring through Standards & Poor’s  financial reports in the early 1960s trolling for ignored, undervalued companies (“unloved cigar butts”) trading at discounts to book value and, in some cases,… read more →
4 of 6
123456