Strategy · 455 articles · Asked 0×
Capital Allocation
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- Musings on Markets: What's in a name? Of Umlauts, The Alphabet and World Peace! ·
- Musings on Markets: The Fed, Interest Rates and Stock Prices: Fighting the Fear Factor ·
- Beijing Blunders: Bull in a China Shop — Valuation Analysis of Chinese Stock Markets ·
- Storied Asset Sales: Valuing and Pricing "Trophy" Assets ·
- Conga Secures $70 Million in Funding to Meet Growing Demand for Document Generation & Reporting in the Salesforce Ecosystem
- Musings on Markets: No Light at the end of the Tunnel: Investing in Bad Businesses ·
- Musings on Markets: The GM Buyback: Beyond the Hysteria ·
- Musings on Markets: Illiquidity and Bubbles in Private Share Markets: Testing Mark Cuban's Thesis ·
- Musings on Markets: How low can you go? Doing the Petrobras Limbo! ·
- Daily Update: The Trouble with Amazon, China's E-Commerce Battle, Asia's Advantage ·
- Blogging's Bright Future ·
- The X Factor in Value: Excess Returns in Theory and Practice ·
- The Tax Story in 2015: Myths, Misconceptions and Reality Checks ·
- Musings on Markets: The Oil Price Shock: Primary, Secondary and Collateral Effects ·
- Docker and the Integrated Open Source Company ·
- Daily Update: Amazon's Vertical Integration Strategy, Sortation Centers, and Lending Platform Models ·
- Daily Update: The Long-term Prospects of AWS, Wanelo Launches In-App E-commerce ·
- Why Uber Fights — Network Effects and Winner-Take-All Dynamics in Two-Sided Markets ·
- Two Microsofts: Separating Enterprise and Consumer Business Models ·
- Focus Pocus: Is Breaking Up a Cure for Corporate Attention Deficit Disorder? ·
- How Apple Creates Leverage, and the Future of Apple Pay ·
- Corporate Breakups: Value and Pricing Effects ·
- Daily Update: GT Advanced's Bankruptcy, Apple Watch Fashion Strategy, and LINE's User Metrics ·
- The Walking Dead: BlackBerry, Yahoo and the Zombie Apocalypse ·
- Stock Buybacks: They are big, they are back and they scare some people! ·