Money and Finance
From Zero to One:
- A Stronger Network, With More Capacity: How Bnsf Is Leveraging A Record $4.3 Billion In Capital Investment
Thanks to Lincoln for passing this along. There can be a distinct advantage to having only one shareholder. For BNSF Railway chief executive Matt Rose, answering to Warren Buffett—who put his faith in the freight rail industry and BNSF management when...
- The Marketing Alliance – A Micro Cap With A Network Effect Advantage
Below is an article written by my colleague, Matt Miller, and I about a small company that we think is a good business trading at a significant discount to its intrinsic value. The Marketing Alliance – A Micro Cap with a Network Effect Advantage By...
- Will United Parcel Service, Inc. Continue To Deliver The Dividends?
United Parcel Service (NYSE:UPS) is a dividend contender with 6 consecutive years of dividend growth. The company generate revenues through both delivery of goods and supply chain management. Its vast network gives it an advantage for companies looking...
- Investing Wisdom From The Wire
My wife and I started re-watching one of our favorite television series, The Wire. We're through the third season now and I've been jotting down some quotes that I thought could also apply toward investing. Here's what I have so far. "Game...
- Recent Buy - Verizon Communications (vz)
Hi Everyone, A new year has begun and what better way to get things started then to buy a dividend stock! I've been looking to add higher yield to the portfolio recently and I also wanted to top off my Verizon stake. As the saying goes,...
Money and Finance
Peter Thiel on network effects
From Zero to One:
Network effects can be powerful, but you'll never reap them unless your product is valuable to its very first users when the network is necessarily small....Paradoxically, then, network effects businesses must start with especially small markets. Facebook started with just Harvard students--Mark Zuckerberg's first product was designed to get all his classmates signed up, not to attract all people of Earth. This is why successful network businesses rarely get started by MBA-types: the initial markets are so small that they often don't even appear to be business opportunities at all.
- A Stronger Network, With More Capacity: How Bnsf Is Leveraging A Record $4.3 Billion In Capital Investment
Thanks to Lincoln for passing this along. There can be a distinct advantage to having only one shareholder. For BNSF Railway chief executive Matt Rose, answering to Warren Buffett—who put his faith in the freight rail industry and BNSF management when...
- The Marketing Alliance – A Micro Cap With A Network Effect Advantage
Below is an article written by my colleague, Matt Miller, and I about a small company that we think is a good business trading at a significant discount to its intrinsic value. The Marketing Alliance – A Micro Cap with a Network Effect Advantage By...
- Will United Parcel Service, Inc. Continue To Deliver The Dividends?
United Parcel Service (NYSE:UPS) is a dividend contender with 6 consecutive years of dividend growth. The company generate revenues through both delivery of goods and supply chain management. Its vast network gives it an advantage for companies looking...
- Investing Wisdom From The Wire
My wife and I started re-watching one of our favorite television series, The Wire. We're through the third season now and I've been jotting down some quotes that I thought could also apply toward investing. Here's what I have so far. "Game...
- Recent Buy - Verizon Communications (vz)
Hi Everyone, A new year has begun and what better way to get things started then to buy a dividend stock! I've been looking to add higher yield to the portfolio recently and I also wanted to top off my Verizon stake. As the saying goes,...