Category Archives: Uncategorized

SolarCity: Emerged Experts and Jim Chanos

Hypothetical question: If you think a company is worth $100 per share, buy it at $50, and then someone acquires the whole company at $25, were you wrong? This is perhaps the most perplexing part of the SolarCity story for … Continue reading

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Pabrai Makes A Killing in FCAU

I¬†recently wrote a post about how I believed Mohnish Pabrai to be back. In it, I posited that his resurgence with only 6 major stock positions indicated a newfound confidence in his work, and improved relations with his investors. As … Continue reading

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Valuation: Thinking Like an Owner

One area academics seem to confuse significantly is the subject of valuation. Sitting through my finance courses in colleges did little, if anything to help solidify my views on how to value a business. Theoretical models of discounted cash flows, … Continue reading

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The Source Of Campbell Soup’s Competitive Advantage: Weight

I like to get creative when I study companies. Whether it’s¬†getting inside management’s head as it relates to allocation of capital, or simply reading the footnotes to the financial statements, I often connect data points that can point out interesting … Continue reading

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Back from the Dead

I won’t go into it, but my health has been very poor. And although I haven’t posted much work to the Internet over the past few years, it doesn’t mean I haven’t been busy. So, rather than start a new … Continue reading

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Farewell- It’s Been Fun

That’s my attempt at waving goodbye in a picture, take it or leave it I guess haha. Figured my readers may be interested in what I look like, although I’d hope it doesn’t matter for what I’m writing or how … Continue reading

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Issue 1: Small/Mid

This was a decent issue, although I don’t have much to say about it. The air transport companies were a mixed bag; some terrible, some not bad at all with consistent operations. As should be expected out of the smaller … Continue reading

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