Comments on: How I Look To Have Affected Bab Inc. With My Recent Article On Them. https://www.valueinvestingjourney.com/how-i-look-to-have-affected-bab-inc-big-apple-bagel-babb-with-my-recent-article-on-them/ Value Investing Journey Sat, 13 Oct 2018 02:48:46 +0000 hourly 1 https://wordpress.org/?v=6.8.2 By: Will Beuttenmuller https://www.valueinvestingjourney.com/how-i-look-to-have-affected-bab-inc-big-apple-bagel-babb-with-my-recent-article-on-them/#comment-167 Mon, 20 May 2013 20:30:16 +0000 http://vijourney.wordpress.com/?p=2237#comment-167 In reply to Jason Rivera.

Not sure when you published (just started reading here—was directed from OTCAdventures re. your BOBS analysis, which is great by the way):
http://www.sec.gov/Archives/edgar/data/1123596/000092189513000867/sc13d08569006_04152013.htm. I took a small position today when it traded down just before 4pm.

Also, I’m very glad to hear your health is back. Best of luck with the business, and hope you and your family are doing well.

]]> By: Jason Rivera https://www.valueinvestingjourney.com/how-i-look-to-have-affected-bab-inc-big-apple-bagel-babb-with-my-recent-article-on-them/#comment-166 Mon, 20 May 2013 20:20:37 +0000 http://vijourney.wordpress.com/?p=2237#comment-166 In reply to Will Beuttenmuller.

Not sure as I do not follow JCP. If that is the case then maybe I did not have anything to do with the change at BABB. If I was the driver, and the investment manager at JCP is following my blog, I wish they would just hire me, lol.

]]> By: Will Beuttenmuller https://www.valueinvestingjourney.com/how-i-look-to-have-affected-bab-inc-big-apple-bagel-babb-with-my-recent-article-on-them/#comment-165 Mon, 20 May 2013 20:12:48 +0000 http://vijourney.wordpress.com/?p=2237#comment-165 Didn’t JCP investment management (restaurant activist involved in J. Alexander’s and Morgan’s Foods) file a 13D? Though I thought that was the driver here, you may have motivated him to invest as an activist?

]]> By: Nathan https://www.valueinvestingjourney.com/how-i-look-to-have-affected-bab-inc-big-apple-bagel-babb-with-my-recent-article-on-them/#comment-164 Sat, 18 May 2013 01:50:34 +0000 http://vijourney.wordpress.com/?p=2237#comment-164 I am a long time investor in BABB. I have been trying to figure out what is behind the increase in daily trading volume and what cause management to activate a shareholder rights plan. I agree with most of your analysis but I don’t think that management would need to take a deep pay cut to improve the company profitability and long term growth potential. I think a small pay cut, reducing the amounts of brands, and better marketing campaign to promote the company main brand would produce the desired results. I hope that the increase interest in the company continues and provoke management to fix some of the easy problems. Fixing a few of these problems will cause a significantly increase in revenue for the company and allow them to make more money and the ordinary shareholders to make more money.

]]> By: Jason Rivera https://www.valueinvestingjourney.com/how-i-look-to-have-affected-bab-inc-big-apple-bagel-babb-with-my-recent-article-on-them/#comment-163 Fri, 17 May 2013 17:43:26 +0000 http://vijourney.wordpress.com/?p=2237#comment-163 In reply to David.

Good luck with your “Chat,” let us know what comes of it.

]]> By: David https://www.valueinvestingjourney.com/how-i-look-to-have-affected-bab-inc-big-apple-bagel-babb-with-my-recent-article-on-them/#comment-162 Thu, 16 May 2013 22:35:09 +0000 http://vijourney.wordpress.com/?p=2237#comment-162 I’ve had a similar but less affecting experience in that the PR company of a listed company I publicly denounced has got in touch and now wants me to meet with the CEO for a ‘chat’. No sneaky clauses have been passed yet although I did not express an opinion to become an activist shareholder.

]]> By: consolazio https://www.valueinvestingjourney.com/how-i-look-to-have-affected-bab-inc-big-apple-bagel-babb-with-my-recent-article-on-them/#comment-161 Thu, 16 May 2013 19:32:57 +0000 http://vijourney.wordpress.com/?p=2237#comment-161 Not sure why you want to buy in…if management is issuing poison-pill type clauses at the mere perceived threat of shareholder activism, imagine what they will do when really backup up against the wall. Some companies just need a pass, in my humble opinion!

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