Archive for November, 2008
Monopoly – Do Not Pass Go, Do Not Collect $200
We all want to invest in industry leading, best-in-class companies. In a perfect world, these companies are exposed to minimal financial risk as a result of competitive advantages they have culled through various strategic choices such as differentiated products, proprietary capabilities, or high switching costs.
When we find such businesses, it’s easy to think that the [...]
Main Street… you’re on your own
Call me biased. I do work for a financial firm these days and I do hope one day to be part of President-elect Obama’s top 1.5% – i.e. $250,000 or more in household income. But, to tell you the truth, I’m not necessarily against so-called “wealth distribution” through paying for social benefits including education, health [...]
read more »Book Review: Margin of Safety
Finally, I think I’ve had this book in my sidebar for almost 6 months now. It’s difficult finding time to read these days, but I’m doing my best to read a bit each day on my commute to work and when I find off hours on the weekends. I must apologize to my readers who [...]
read more »Vote!
Did you vote today? Plan to? I hope so! Though, if you haven’t been following the election or getting boned up on the candidates and the issues, I’d suggest getting informed as fast as possible. Here’s a quick set of links that will help.
http://www.ontheissues.org/
CNN Election Issues
NPR Presidential Candidate Coverage
Don’t think that your vote [...]
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