Horological Meandering

This short article quickly explores the thought process between privately held brands and publicly traded brands. Clothes washing machines. Generally a brand in USA called Speed Queen is very popular for their longevity and is very popular in the Americas...  

So glad i did click anyways! Amazing analysis, very much on point and just the right amount of a contrarian position, given all the hype around private companys these days. Thank you 🙏

There's a lot of misconceptions about private companies out there. For better and for worse. We just need to remember to have a balanced approach on the subject matter!

An interesting company to look at is Conid, an Antwerp company that produces innovative fountain pens while the parent company actually makes medical devices. They make pens when time and resources allow, which would not make for a compelling business mod... 

I didn't know this pen company. And didn't know the parent made medical devices. Thanks for sharing!

Counter argument, vw greenlighted the bugatti reboot and estimated loss per car was almost 5mil eur for the Veyron, so one may argue that with the right board public companies can still make bold move and please enthusiasts in the process (shareholders ma... 

A halo project with real trickle down effects is/are important to a company the size of VW Group!

In the watch biz, and someone who buys rather frugally, the scary part of independents is if they go broke, who's gonna fix/service the watch. Granted some can be maintained by reputable watchmakers but...... I love having something rare and different but... 

That is a very legitimate fear - especially for complications and brands that are more obscure with proprietary modules or new approaches to watchmaking!

Sometimes it's a good thing, sometimes it's a bad thing. I think most watch brands simply have TAM that is too small to justify being public, or even part of a publicly traded parents. It often leads them to a tough spot where have to do things that do no... 

I'm known for my extremely long 3000+ word posts and I really wanted to keep this one as short as possible. So a lot was left on the editing room floor.

Privately held does not necessarily mean family values or long term orientation. It’s very much a case by case thing and nowadays many adhere to concepts commonly taught at business schools based on completely different industry dynamics. I have seen many... 

There are definitely a lot of nuances. This short article was intentionally short. And does not go too deep into the subject. That would require a much longer essay as it's a fairly complex topic. But was designed to remind a segment of our audience who w...