Business Analysis
Listen to the Little Guys
I received a very interesting comment on my post “Lessons in Business Analysis” a few weeks ago and just wanted to comment on it today. The original post was just a breakdown of the best tidbits from Eddie Lampert and Warren Buffet’s annual shareholder letters, but the comment was written from an ex employee of [...]
read more »Discounts – Good or Bad?
I’m a big fan of retail stocks. Granted, it’s probably not the best time to be in retail, but all markets turn around and this will too. Now, is the best time to keep your money to the sidelines and really spend some time analyzing potential bargains for when the market finally begins to bottom. [...]
read more »Lessons in Business Analysis
I hope you’ve all taken the time to check out Buffett and Lampert’s letters for this year. Maybe they’ve even piqued your interest and you’ve started reading more in the archives. But, if you haven’t, I thought I would write a few posts summarizing some of the best lessons to take away from these two [...]
read more »Learn from the Best
Well, it seems that my PEG analysis has reached a bit of a snag. The absolute valuation model is proving difficult to construct and it’ll be some time before I figure it out exactly. Thus, I’m going to take a bit of a hiatus from it. I apologize to those who were waiting eagerly for [...]
read more »Internet Strategy (2/3): Money, Money, Money
In the previous post, we talked about the viability of internet businesses being tied to their profitability. <begin sarcasm> Wow, what a revelation! <end sarcasm> When looking to invest in an internet business, the most important question has always been, “How will you monetize it?” The good thing about internet businesses is that, despite the [...]
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