Money and Finance
- Links
SimoleonSense: Political Extremism Is Supported by an Illusion of Understanding (LINK) Tim Ferriss interviews Dan Carlin, from the Hardcore History podcast (LINK) Books recommended by Prof. Sanjay Bakshi (LINK) Some wisdom from Sanjay Bakshi via...
- Profitability And Growth...
"For profitability, growth is a double-edged sword. It always requires additional investment, and the prospects of earning more than the cost of capital depend on the position of the firm in its industry. For companies with competitive advantages that...
- Competitive Advantages And Barriers To Entry...
"Although often treated as separate aspects of strategy, barriers to entry and competitive advantages are essentially alternative ways of describing the same thing. The only necessary qualification to this statement is that barriers to entry are identical...
- Creighton College Of Business: Value Investing Panel
I attended this while in Omaha for the Berkshire Meeting this year. The video isn't too good, but the audio is okay. The panelists were Bruce Greenwald, Patrick Brennan, Vitaliy Katsenelson, and Paul Schwarzbach. The panel was moderated by Mike McCarthy...
- Competition Demystified - By Bruce Greenwald And Judd Kahn
Thanks to Michael Porter’s groundbreaking work Competitive Strategy, published in 1980, strategic thinking increasingly has come to recognize the importance of interactions among economic actors. By concentrating on external agents and how they behave,...
Money and Finance
Basic Structure of Investment Process and Valuation by Bruce Greenwald
Prof. Bruce Greenwald's presentation in India, courtesy of Prof. Sanjay Bakshi:
-
Basic Structure of Investment Process and Valuation
-
....................
-
Books:
-
Value Investing: From Graham to Buffett and Beyond
-
Competition Demystified : A Radically Simplified Approach to Business Strategy (In my opinion, it is hard to find a better value than this for $5.49)
- Links
SimoleonSense: Political Extremism Is Supported by an Illusion of Understanding (LINK) Tim Ferriss interviews Dan Carlin, from the Hardcore History podcast (LINK) Books recommended by Prof. Sanjay Bakshi (LINK) Some wisdom from Sanjay Bakshi via...
- Profitability And Growth...
"For profitability, growth is a double-edged sword. It always requires additional investment, and the prospects of earning more than the cost of capital depend on the position of the firm in its industry. For companies with competitive advantages that...
- Competitive Advantages And Barriers To Entry...
"Although often treated as separate aspects of strategy, barriers to entry and competitive advantages are essentially alternative ways of describing the same thing. The only necessary qualification to this statement is that barriers to entry are identical...
- Creighton College Of Business: Value Investing Panel
I attended this while in Omaha for the Berkshire Meeting this year. The video isn't too good, but the audio is okay. The panelists were Bruce Greenwald, Patrick Brennan, Vitaliy Katsenelson, and Paul Schwarzbach. The panel was moderated by Mike McCarthy...
- Competition Demystified - By Bruce Greenwald And Judd Kahn
Thanks to Michael Porter’s groundbreaking work Competitive Strategy, published in 1980, strategic thinking increasingly has come to recognize the importance of interactions among economic actors. By concentrating on external agents and how they behave,...