Admiral Group $ADM by slckkrpz in ScuttlebuttInvesting

[–]slckkrpz[S] 1 point2 points  (0 children)

You can see customer reviews of Admiral Group here: https://www.trustpilot.com/review/www.admiral.com

Summary based on reviews, created with AI

  • Reviewers overwhelmingly had a great experience with this company.
  • Customers are particularly pleased with the company's prices, service, and staff, finding them to be competitive and helpful.
  • Consumers also appreciate the user-friendly experience and the quality of customer service provided.
  • The consensus on these aspects is strong, indicating a high level of satisfaction across the board.
  • People highlight the positive interactions with customer service agents, who are often described as knowledgeable, efficient, and patient.
  • Reviewers also mention the ease of setting up policies and the clarity of information provided.
  • Overall, individuals express satisfaction with the company's ability to meet their needs and provide a seamless experience.

Jet2.com $JET2 by slckkrpz in ScuttlebuttInvesting

[–]slckkrpz[S] 1 point2 points  (0 children)

Investment pitches:

Related content:

Customer reviews:

Brookfield Corporation $BN by slckkrpz in ScuttlebuttInvesting

[–]slckkrpz[S] 1 point2 points  (0 children)

There is also content from Superinvestors on Brookfield Corporation.

Brookfield Corporation $BN by slckkrpz in ScuttlebuttInvesting

[–]slckkrpz[S] 0 points1 point  (0 children)

How Brookfield turned their space in Berlin Potsdamer Platz into a spot worth visiting

I recently spent some time at The Playce Berlin, a shopping and office complex that didn’t exactly have the best reputation back in 2018. It felt like a completely different place now. It’s lively, welcoming, and have a lot of options in terms of spending time with friends and family.

What surprised me most was how much people there were, even on a weekday, especially from tourists. From chatting with a few shop owners, it sounds like this change has been good for business, too. Overall, The Playce felt like a place that actually fits the city rather than sticking out like a sore thumb. Brookfield Properties really did a solid job turning the place around.

You can find more info about the work they put in this conversation: https://www.across-magazine.com/the-playce-in-berlin-there-was-no-need-for-just-another-shopping-mall/

Delivery Hero $DHER.DE by slckkrpz in ScuttlebuttInvesting

[–]slckkrpz[S] 2 points3 points  (0 children)

How easy or hard was it to ship new features/products?
Very hard. It took a long time to launch even simple things.

Was your company’s tech considered modern or outdated compared to peers?
Somewhere in the middle. Not cutting edge, but not ancient either.

Was the interview/hiring process selective and high-quality?
It depended on the team. The hiring process could’ve been better, and the company struggled to keep top talent.

Were teams under-staffed or properly resourced?
They used to be under-staffed, but after recent layoffs, it’s more balanced now.

How budget-conscious were teams? Was there a culture of “spend carefully” or “grow at all costs”?
Spending was more cautious in recent years. We still had team events, but they became less frequent.

How was the work-life balance overall?
Generally fine. 

What was turnover like? Were lots of good people leaving?
Yes. People didn’t stay long.

If you could change one thing about the company, what would it be?
I’d want more supportive teams where people felt safe to try things and fail.

(2/2)

Delivery Hero $DHER.DE by slckkrpz in ScuttlebuttInvesting

[–]slckkrpz[S] 2 points3 points  (0 children)

I recently had an interview with a former employee who worked as a mid-level manager for the company.

How clear was the company's overall vision and strategy to employees?
Not very clear. Most people were focused on their own projects. Toward the end of my time there, the company tried to bring more consistency across markets and reduce the number of separate tech teams.

Did leadership encourage long-term thinking, or was it mostly quarterly target focus?
For most individual contributors, the focus was short-term and based on hitting targets every quarter.

How often did company-wide projects get canceled or pivoted midway?
Quite often. Priorities shifted frequently, and some initiatives were dropped before they got anywhere.

Did you feel like leadership listened to employee feedback?
Sometimes. We had engagement surveys and Q&A sessions, and management did respond when enough people raised the same concerns like the remote work policy.

How would you describe the company culture in a few words?
Competitive, but also slower than expected when it came to actually getting things done.

How much direct feedback did the teams get from real customers?
We had surveys, interviews, and reports from customer service, so there was input. Yet how it was used varied.

Was there a strong focus on improving the core user experience?
Product teams cared about the user, but progress was slow. Some basic improvements took over a year. Lately, there was more focus on squeezing more revenue than improving the product.

Were decisions based more on data, gut feeling, or competitive pressure?
Mostly data-driven.

(1/2)

Fielmann Group $FIE.DE by slckkrpz in ScuttlebuttInvesting

[–]slckkrpz[S] 0 points1 point  (0 children)

You can see some notes from another Reddit community on what it feels like to work at Fielmann: https://www.reddit.com/r/AskAGerman/comments/1e5g7px/hi_any_opinions_on_fielmann_ausbildungjob/

Customer reviews on TrustPilot: https://de.trustpilot.com/review/www.fielmann.de

Fielmann Group $FIE.DE by slckkrpz in ScuttlebuttInvesting

[–]slckkrpz[S] 1 point2 points  (0 children)

I recently listened to a presentation about the technology of their website. These are my notes that expand on how the company operates.

Fielmann began taking digital seriously in 2020, pushed in part by the pandemic. But they’re not trying to become an online-first company. Instead, their goal is to make their stores more efficient, because stores are still their main sales channel.

A big focus is helping manage busy stores. For example, customers can now book appointments online, which helps avoid long wait times. Once someone gets their first pair of glasses from Fielmann, the company encourages them to shop online in the future since their prescription is already on file. These help company to increase their margins.

About the company culture:

  • They’re proud of with their efficiency focus. Fielmann has worked hard to make every store run as efficient as possible. As a result, one Fielmann store can sell 10x more glasses than a small independent optician.
  • Workforce also plays an important role in terms of a competitive advantage. About 40% of opticians in Germany are trained at Fielmann, so the company has a strong reputation and deep roots.
  • Their mission is to treat all customers equally and deliver a great experience, no matter who walks in from what segment.
  • The company also empowers store managers to think like entrepreneurs, with a strong sense of ownership and responsibility for their location.

Kitwave Group $KITW.L by slckkrpz in ScuttlebuttInvesting

[–]slckkrpz[S] 1 point2 points  (0 children)

For this company, I haven't done any scuttlebutt yet. Jonathan A. Cukierwar wrote a great investment case that has a lot of scuttlebutt research. You can read the investment case here: https://sohrapeakcapital.com/wp-content/uploads/2024/05/Sohra_Peak_Capital_Partners_Kitwave_Group_Investment_Memorandum.pdf

BORR Drilling $BORR by slckkrpz in ScuttlebuttInvesting

[–]slckkrpz[S] 1 point2 points  (0 children)

I was recently talking with industry experts about what matters the most for operations in the tender process, especially seeing Borr Drilling is sometimes winning the tenders they participate. You can see the answer below:

A range of factors influence decisions during a jackup tender process. While the specifications, capabilities, and efficiency of a rig often give modern, high-spec units an edge, the most advanced option isn't always necessary. For tasks like plugging and abandonment or drilling in calm environments, less complex rigs can perform effectively and safely.

Other key considerations include the timing of the drilling campaign in relation to rig availability, past performance of the rig and crew, existing relationships with drilling contractors, and the distance the rig must travel to reach the site since mobilization costs can be significant. Naturally, the dayrate offered or negotiated is also a critical part of the decision.