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TDI Episode 68: Crocs Makes a Great Toilet Seat

August 3, 2008 11:59 pm

Guest: Michael Santoli, Barron’s Editor brings some important issues to the front regarding how the media deals with information. Andrew asks about the slant of “big media” toward the bullish argument (or at least they appear to frown on the short and negative ideas). We also discuss the summer market doldrums and ideas to fix for the Auto Industry.

Andrew suggests that there is going to be a HUGE fallout and uprising against mainstream media, and…

Michael Santoli is an Associate Editor for Barron’s, The Dow Jones Business and Financial Weekly.  He writes the “Streetwise” column, offering a forward-looking take on the financial markets, illuminating market trends and identifying investment opportunities.  Mr. Santoli is a regular on-air contributor to several cable and broadcast networks.

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Michael Santoli

Prior to assuming his current position in November 2006, Mr. Santoli had been a senior editor for Barron’s since May 2002, writing “The Trader” column, which covered the stock market and investment trends.  Previously he had been mutual funds editor for the magazine since March 2000, when he wrote the “Fund of Information” column, edited the quarterly mutual-fund pullout sections and wrote cover stories for the magazine.

In August 1993, Mr. Santoli joined Dow Jones & Company as a reporter for the Dow Jones News Service and covered the securities industry.  He moved to Barron’s in February 1997 as a staff writer and wrote the “Commodities Corner.”  In 1998, he began writing the “Striking Price” column, covering the options markets.

Before joining Dow Jones, he worked in New York as a reporter/editor for Investment Dealers’ Digest from June 1992 through early August 1993.

Mr. Santoli has received two Dow Jones Newswires Awards for distinguished real-time journalism.  In 1995, he was a member of a team honored for a series of stories on the demise of D. Blech & Co., and in 1996, he and a colleague received an award for their coverage of the securities industry.

Born in Manhasset, N.Y., Mr. Santoli received a bachelor’s degree in history from Wesleyan University in Middletown, Conn.

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Stocks discussed: Crocs (Crox), General Motors, (GM), Merrill Lynch (MER), Ford (F), Apple (AAPL)

ZachZone Stocks: China Distance Education Holdings Ltd. (DL), Incyte Corporation (INCY), China Mass Media Intl Adv Corp. (ADR) (CMM), Rhino Resource Partners, L.P. (RNO), Rackspace, Inc. (RAX)

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Written by laura716 · Category(s) IPOs, PODCASTS    |  Tags: • • • • •   

6 Responses to “TDI Episode 68: Crocs Makes a Great Toilet Seat”

  1. Mark Anthony on August 10th, 2008 11:27 pm

    Sorry you lost your iPhone. I didn’t recognize you but I was on that flight!

  2. Andrew Horowitz on August 11th, 2008 12:09 am

    Really. How do you know that?

  3. Phil Leon on August 11th, 2008 12:06 pm

    What?

    They don’t sell iPhone Insurance to cover it if its lost, stolen or somehow destroyed?

    BTW, sorry we brought your site down..

  4. Ron Keller on August 13th, 2008 10:15 pm

    Hi Andrew,

    I was just curious. Why did my comment which I posted get removed? I’m certain I placed this on TDI Episode 68: Crocs Makes a Great Toilet Seat – Automakers and the buying experience
    I was speaking to your encouragement of contribution of dialog in your podcast, when you asked for comments regarding the auto industry. I posted a relevant and noteworthy (or at least what I thought was?) idea already existing. You had addressed the poorly designed business model of the US automakers and I pointed out Volkswagen’s Phaeton auto production line open to the general public(unfortunately it’s in Germany). I found this to be different from what is probably the normal experience in an automobile purchase for us. It reminded me of the way Dell builds computers to order. Very similar.

    Again, I was just trying to add to the conversation. Revisiting your website to see how the dialog was taking shape I realized my comments where no longer there. No biggy……… I thought maybe I violated some website ethic you have at your site. I don’t think I did. Did I? If I did…….I apologize! and a bit dumbfounded. Still love the podcasts you offer!

    Ron

  5. Ron Keller on August 13th, 2008 11:16 pm

    Thanks Andrew!

    I received your email.

    I thought that was odd that the comment got lost. But anywhooo here is the repost to what was originally posted. It follows:

    “Love the podcast!

    Am an avid listener, and a reader of your written works. With regard to your last podcast regarding GM and the entrenched automakers. I agree with your assessment about the dell model. I was an early convert when Michael Dell first began building computers to order and offering the computer builds on the back of computer magazine advertisements. I knew his company would become a paradigm shift in the way computers where built. This “Build to order” model I thought would have spread to a greater degree throughout other industries. Not to despair. There is hope. In fact, this Build to Order model does exist. The larger automotive makers need not look very far! Volkswagen. The Phaeton is built to order. As a matter of fact, you can even watch your car being built. Check it out. This is what automakers should aspire to. Limit the choice of models and absolutely eliminate the yearly model. It’s just so unnecessary. Check the link. Anyways, have a good one!”

    Look forward to the next podcast. I’m excited to here your views on the auto industry. It really needs a paradigm shift; if any industry needed it more!

    I’m not a pessimist/cynic for that matter. The only way something that large could change is nothing short of a near death experience. You would think this would qualify, considering how low the auto companies stocks trade. Its kinda like that 4+ dollar a gallon gas needs to remain in place, because we tend to easily to forget the pain. And we vote collectively buying their products. We consumers somehow need an “in place” fear to motivate innovation and vision by the automakers. And I just think the big behemoths like GM or Ford react to slowly and will always compromise their position because of the pain. No pain no gain, is a phrase I’ve heard before. In their case, that threshold is too great, in my opinion…..yet they will continue to stare into the abyss. Just my 2 cents.

    Thanks again for your kind email!

    Regards,

    Ron

  6. CROCS | Electronics Find on July 24th, 2011 1:00 am

    [...] crocs thedisciplinedinvestor.com [...]

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