The Pellucid Perspective - February 2022 - 7
(Lindsay continues from page 6)
(Koppenhaver continues from page 6)
Aaron Rodgers), this whole pandemic has been plagued by
mis-information, hidden side effects, padded statistics, unnecessary
restrictions, political influences and just plain inept
health care. My daughter ended up in the E-Room after a
nurse administering her vaccine forgot to ask whether she
had already had Covid. They also knew immediately to scan
her for blood clots weeks before there was any public disclosure
of those risks. In spite of this, I am fully vaccinated and
Freedom can be confusing - there
are boundaries, consequences
and very few, if any, absolutes.
boosted. I also temper my thinking with the knowledge that
there is a reason that doctors refer to themselves as " practicing
physicians " . They don't have all the answers - as evidenced
by the two funerals I attended last weekend.
Freedom can be confusing - there are boundaries, consequences
and very few, if any, absolutes. And, in the ultimate
paradox, defending freedom sometime requires depriving
someone else's right to life
(Lindsay continues on page 8)
* In light of point 1 above, let's then think about fiduciary
responsibility and being stewards of $1B+ businesses and
deciding to spend that capital for loyalty in light of reduced
attendance by my customers (due to COVID, not lack of
interest IMO) and exposure of my employees to an uncertain
health environment? If you put that on a balance sheet
of assets and liabilities I think some number of businesses
will see more on the liabilities side of the ledger than they're
comfortable with
* The retail selling environment for golf equipment, like
many other consumer goods, continues to evolve into multichannel
and direct-to-consumer vehicles.
In light of this
consumer behavior, the influence and relevance of the green
grass retail channel has different levels of importance to the
major equipment manufacturers. Manufacturers like Acushnet
have deep roots in green grass and supporting the PGA
pros who endorse and sell their wares while TaylorMade has
gradually drifted more into retail-store land and other channels
(they've been gone from the show for 3+ years and the
world hasn't ended although I do kind of miss that all-byourselves
" cave " they had the last 2 years at the north end
of the floor).
If my historical knowledge is right, PING
has had a direct-to-con-(Koppenhaver continues on page 8)
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The Pellucid Perspective - February 2022
Table of Contents for the Digital Edition of The Pellucid Perspective - February 2022
TOC
Jim & Stuart Square off over rival TOUR, PGA Show loyalties, Neil Young & Spotify By Jim Koppenhaver and Stuart Lindsay
14 Activities; Transactions followed by some sizeable “take outs”
January disappoints at -10%, challenging start to COVID Yr 3
December Utilization another double-digit decline, Year finishes above 60%!
Columbus OH at #12 in Latest Ranking; down-the-middle, average distance
The Pellucid Perspective - February 2022 - TOC
The Pellucid Perspective - February 2022 - Jim & Stuart Square off over rival TOUR, PGA Show loyalties, Neil Young & Spotify By Jim Koppenhaver and Stuart Lindsay
The Pellucid Perspective - February 2022 - 3
The Pellucid Perspective - February 2022 - 4
The Pellucid Perspective - February 2022 - 5
The Pellucid Perspective - February 2022 - 6
The Pellucid Perspective - February 2022 - 7
The Pellucid Perspective - February 2022 - 8
The Pellucid Perspective - February 2022 - 9
The Pellucid Perspective - February 2022 - 14 Activities; Transactions followed by some sizeable “take outs”
The Pellucid Perspective - February 2022 - 11
The Pellucid Perspective - February 2022 - January disappoints at -10%, challenging start to COVID Yr 3
The Pellucid Perspective - February 2022 - 13
The Pellucid Perspective - February 2022 - December Utilization another double-digit decline, Year finishes above 60%!
The Pellucid Perspective - February 2022 - 15
The Pellucid Perspective - February 2022 - Columbus OH at #12 in Latest Ranking; down-the-middle, average distance
The Pellucid Perspective - February 2022 - 17
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