Monday, September 15, 2014

Blog Moved

›
Blog has moved to a new location. Please update your bookmark: http://www.investorsanthology.com/
Friday, January 11, 2013

Second Level Thinking

›
For those few of you who still come back to this blog, I am alive. No activity for over a year probably had you thinking otherwise. Not m...
7 comments:
Sunday, December 18, 2011

Fundamentals of Value Creation - Part II

›
This is part II of my previous post on the Fundamentals of Value Creation. In part I, we described how value creation can be quantitatively ...
1 comment:
Wednesday, December 7, 2011

Economics of Two-Sided Markets and MasterCard

›
I pitched MasterCard on this blog ( here ) in Dec 2010 when it was trading at $225. My thesis worked out as I had laid out then, Federal Res...
1 comment:
Monday, December 5, 2011

Economics of Two-Sided Markets and the Future of Newspapers - Part II

›
This is a continuation of a previous post I did a few days ago here  where we talked about general economics of any two sided market. Let...
Thursday, December 1, 2011

Economics of Two-Sided Markets and the Future of Newspapers

›
Warren Buffett recently announced the purchase of his hometown newspaper company, Omaha World-Herald. I have no opinion on the purchase, but...
Sunday, November 20, 2011

Fundamentals of Value Creation

›
This section is heavily borrowed from the book "Valuation: Measuring and Managing the Value of Companies" . In my opinion, this bo...
1 comment: