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David Einhorn & Greenlight Capital: A Background

I picked up a book, Fooling Some of the People All of the Time, by David Einhorn who is the founder of Greenlight Capital. It is a story about how Greenlight Capital sold short Allied Capital’s shares, and about the multi-year fight among Allied Capital, Greenlight Capital, and the SEC. It is a case where … Continue reading

Book Review of Invest Like a Dealmaker

I read this book “Invest Like a Dealmaker” by Christopher Mayer some time ago. It is a book on value investing, and goes through the standard value investing concepts Think about the whole business, not just the stock price. Think about cash flow, not earnings. Use EV/EBITDA to get a snapshot on value. Think about … Continue reading

Book Review of Even Buffett Isn’t Perfect

Book review of “Even Buffett Isn’t Perfect: What You Can — and Can’t — Learn from the World’s Greatest Investor” by Vahan Janjigian. This book has a catchy title. From the title, I initially thought the whole book is dedicated to analysing the mistakes made by Buffett, but it turns out that it is more … Continue reading

Andrew Weiss Lecture at Columbia Business School

Just watched this old video of a guest lecture by Andrew Weiss (Weiss Asset Management) at the Columbia Business School – Heilbrunn Center for Graham & Dodd Investing (21 Feb 2006). Quick summary of key points below. Andrew made a lot of other points on value investing which I thought was good but quite standard, … Continue reading

Summary of Textbook Business Concepts, Models, and Strategies

SITUATION ANALYSIS Macro-Environment Analysis PESTEL Political Economic Socio-cultural Technological Environmental protection Legal Industry and Sector Analysis Michael Porter’s 5 Forces Bargaining power of suppliers Bargaining power of customers Threat of new entrants to the industry Threat of substitute products or services Rivalry amongst current competitors in the industry Competitive Advantage of Nations Michael Porter’s diamond … Continue reading

Michael Price Lecture at Columbia Business School

Just watched this old video of a guest lecture by Michael Price at the Columbia Business School – Heilbrunn Center for Graham & Dodd Investing (18 April 2006). Quick summary of key points below. Someone else wrote another summary here. Investment Philosophy Steak and sizzle approach Steak is what you are buying: earnings stream, asset … Continue reading

Best Advice I Ever Got

Just came across a very interesting video series in CNN Money. Its a series of video clips of a few minutes each where famous people share the best piece of advice they have. Link here. Some interesting ones are: Business Reed Hastings, CEO of Netflix: Strategy is not about what you are doing, it is … Continue reading

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