Krispy Kreme Doughnuts, Inc. (KKD) Message Board

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Non-Tech : Krispy Kreme Doughnuts, Inc. (KKD)

KKD 21.00

0.0%

Aug 4 4:00 PM EDT

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To: blankmind who wrote (992)	11/25/2009 10:26:23 AM
From: Jon Koplik	1 Recommendation Read Replies (1) of 1001

I have no position (long or short) in KKD now. The last time I was involved was several years ago. (And -- that did not "turn out well.") One thing that really "bugs" me about the whole absurdity of what is "in vogue" or not "in vogue" with Wall Street at any particular point in time : I am old enough to remember the "mania" back in the 1980s regarding the value and "power" of ... a BRAND. (Such as : some dumb old type of toothpaste that you have never heard of. Yet -- if you looked at store shelves ... there was that dumb brand of toothpaste, so ... YES, some people were indeed buying it.) Beatrice Foods was (if I remember correctly) the classic example of a "tired" old stodgy company that was a collection of a whole bunch of "brands." Around 1985 or 1986 (?), Wall Streeters whipped themselves into a "lather" about brands, and Beatrice Foods was eventually "taken out" at some huge premium via either an acquisition or an LBO. Anyway -- remembering all of this ... It sure seems to me that if and when anyone on Wall Street ever starts thinking in this "mode" again, KKD is "one heck of a" valuable brand. As I think I have said earlier (years ago) on this message board : just the rights to the name and logo of Krispy Kreme Doughnuts seems like it ought to be worth WAY MORE than the (recent) total market capitalization of KKD. But, I am still waiting for anyone else to "come around" to this idea ... Jon.

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