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Fashion Breakfast   The Tents: Are They In or Are They Out?
Jan 23 2008 4:13PM EST

NexCen, A Few Of My Favorite Posts

I guess it is obvious to regular readers that I am compelled by the NexCen experiment (for lack of a better term). They bought Bill Blass, Athlete's Foot, Pretzel Time and others in an attempt to build a "luxury group" with next to no risk. They're brand managers and have plans to put the risk into the hands of their franchise and license partners. I found a kindred spirit at Intrinsic Thoughts, a site run by two clever MBA students in Canada. They "cover" only 10 companies they believe strongly, and frequently have positions in. If you want to know what the others are, visit their site.

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