Alfred DuPuy

[Alfred DuPuy @adupuy]

Thanks to the entire Brand Finance team for today's publication of the United States' most valuable brands. Interesting to note is that we did not include SVB in these rankings (even though they appeared in our Global and Banking 500 in January) given the…https://t.co/rk1Dya453U

[Alfred DuPuy @adupuy]

Brand Finance releases the 2023 Global Soft Power Index. Following a number of conversations with guests at today’s Soft Power Conference from the likes of @Boris Johnson and @Dmytro Kuleba, it is clear that the #USA's top spot comes with responsibility a…https://t.co/DZWXRFmp5o

[Alfred DuPuy @adupuy]

Regardless of your team affinity (mine didn't fair as well as I would ever want - go Minnesota Vikings!), have a look at our very first BV report for the National Football League (NFL). Thank you to the entire Brand Finance team for making this a reality.…https://t.co/gWjhSfFakv

[Brand Finance @BrandFinance]

Welcome to the #BFTeam!

Alfred DuPuy joined Brand Finance as our new Director, Valuation and Strategy. Alfred has over 15+ years of experience in deploying analytical and strategic expertise in #brand, #marketing and financial analysis.

Our services: https://t.co/xPkUinVEZ0

[Alfred DuPuy @adupuy]

A really interesting decision by Carvana that raises an always intriguing and passionate topic (at least for me) of brand vis-a-vis business strategy. Is Carvana sacrificing long-term brand building by trying to boost short-term gr…https://t.co/zZI9gp2cEk https://t.co/RmxP0coR0w

[Alfred DuPuy @adupuy]

@MyGolfSpy I play Edison wedges (https://t.co/ygY5g7mecv): 49, 54 (weakened from 53), and 59. I have been playing @TheWedgeGuy Terry Koehler's wedges for a while now (SCOR, Ben Hogan) and he continues to be my first choice whenever I replace my wedges. Underrated!

[Alfred DuPuy @adupuy]

On cue once again, @markritson delivers a real-time example of the Ehrenberg-Bass report I just read yesterday. Timely and perfect reading for a project on which I am currently working. I will be hopeful our client follows Mr. Moel…https://t.co/9GBoDFsGPW https://t.co/VLn9Vouxoe

[Alfred DuPuy @adupuy]

Under the guise of 'we knew this, but now we really know this', back-to-back meetings are counterproductive. We can hack this: block off time in your calendar, shorten 60-minute meetings to 45 minutes, and just say, "No" - it is in…https://t.co/ENXwPaHBDs https://t.co/883nb9jFjR

[Alfred DuPuy @adupuy]

A quite interesting case study from Corporate Rebels. Perhaps the pandemic can be a catalyst to ignite further change for how we work (more distributed teams, flexible schedules, fewer centralized work locations). And for how we va…https://t.co/HDbVq5PVCF https://t.co/yPDEnzfIQ5

[Alfred DuPuy @adupuy]

Great reminder of the power of (traditional/old) media! Having tried unsuccessfully at first to engage with AT&T (re: mobile phone) via telephone and Twitter, I couldn't agree with @markritson more. Thankfully, old school (the BBB)…https://t.co/yoDwbnhsM5 https://t.co/ZPjxdi4EYq

[Alfred DuPuy @adupuy]

I don't profess to know anything about Boohoo (except a cursory look at the website before posting - wow!), but what I do know is this kind of measured risk approach is exactly what smart businesses and brands take in an economic d…https://t.co/FCIrQP6DMA https://t.co/lOCqEdmW8Z

[Alfred DuPuy @adupuy]

What @markritson forgets is that brand strategy has been at/near the top of such a list for years! And while he unfortunately reminds me of failing to convince some of my clients to be so focused, my best strategy work was always w…https://t.co/R9IWZqs6ek https://t.co/u3NoarHM7r

[Alfred DuPuy @adupuy]

@markritson's timing is again impeccable. While what a fine colleague and I discussed wasn't purely about awareness, it is about the top of the funnel converting to a stronger middle funnel that can boost sales. Gasp! It may not al…https://t.co/HuNrbnnQiD https://t.co/PALtHaTK4K

[Alfred DuPuy @adupuy]

An incredibly auspicious start to Affirm, Inc.'s/ @Affirm first trading day, almost double in price at least at the time of this post. It should not be considered too surprising given expected 2021 growth! Key will be revenue planning for 2022 and beyond.…https://t.co/AJgwhygRen

[Alfred DuPuy @adupuy]

While I would love for the author and/or a well-renowned brand agency to create the business case proving the thesis (!), I appreciate the intuitive argument here. It ties in nicely with the notion and power of "story stocks" - tha…https://t.co/HTISX5wOdf https://t.co/mpiJKjvVty

[Alfred DuPuy @adupuy]

Can it be so easy as consistency of effort (my words) as @markritson articulates? It is not, because if it were, everyone would do it. But no matter, indeed, a simple, uh, better said, straight forward approach is the way to create…https://t.co/bvPcF9YQZA https://t.co/mB4dt9xTxG

[Alfred DuPuy @adupuy]

I trust your analysis, @AswathDamodaran. But allow us to present a contrarian view - https://t.co/GpXmHqxUlo. Our analysis is based on a proprietary, AI-powered, S-curve revenue growth analytics engine, and less on established models. Let the debate begin!

[Aswath Damodaran @AswathDamodaran]

Airbnb's IPO is imminent, just as the world shuts down for COVID again, but I think that the time is right. Ahead of the offering being priced, I value Airbnb's equity at $36 billion, with gross booking growth & profit margins as key value drivers. https://t.co/D71vfKjYof

[Alfred DuPuy @adupuy]

Without a significant surprise for 2020 revenue growth (vs. 2019), Palantir Technologies' IPO market cap is still well above fair value - despite improved performance. Perhaps profitability can become its source of value, but it is awfully early for that.…https://t.co/96mB02cxGq

[Alfred DuPuy @adupuy]

You might argue that hindsight is 20/20, but @Groupon is just one example of a firm that couldn't quite live up to its initial hype. We are not criticizing its performance, but merely putting into the context of what was and is a fair price for investors!…https://t.co/GysJZvvZpg

[Alfred DuPuy @adupuy]

It could be that COVID-19 changes everything. It could also be that COVID-19 merely postpones the inevitable. A really interesting what if for Airbnb: will it fulfill the potential of its IPO (blue line) or will it remain on its previous trend (red line)?…https://t.co/y5DFID8h5U