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Review – Deep Value Investing (#contrarian, #investing, @HarrimanHouse)
Deep Value Investing: Finding bargain shares with big potential (buy on Amazon.com) by Jeroen Bos, published 2013 A “valueprax” review always serves two purposes: to inform the reader, and to remind...
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Review – Good To Great (#business, #investing)
Good To Great: Why some companies make the leap and others don’t (buy on Amazon.com) by Jim Collins, published 2001 A “valueprax” review always serves two purposes: to inform the reader, and to remind...
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A Thought On Nintendo ($NTDOY, #innovation)
Although Nintendo missed its sales targets for the Nintendo 3DS platform, they still sold enough of the systems and its games to give credence to the argument that Nintendo’s business model...
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Notes – Stanford Graduate School of Business Search Fund Primer (#searchfund,...
Notes on “A Primer On Search Funds” produced by the Stanford Graduate School of Business “The Search Fund” Greater than 20% of search funds have not acquired a company Stages of the Search Fund model:...
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Notes – Original Issue Discount (OID) Tax Implications, Lessons Learned...
In the process of carrying out the KV Pharmaceuticals capital structure arbitrage trade of 2012, I got caught with my pants down a bit as I didn’t think to sell the convertible notes before they...
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Notes – The Snowball, By Alice Schroeder: Part V, Chap. 43-52
The following are reading notes for The Snowball: Warren Buffett and the Business of Life, by Alice Schroeder (buy on Amazon.com). This post covers Part V: The King of Wall Street, Chap. 43-52 [These...
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Warren Buffett Investment Process Commentary
[This post is incomplete, and was intended as a collection of Buffett investment process remarks along with my own commentary. It is instead a disjointed collection of Buffett investment process...
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This Is Personal
[Editor’s note: one more post rescued from the e-trash bin. I wrote this almost 3 years ago. How true it rings, even now. And still incomplete.] For a blogger on the internet I suppose this is a good...
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Review – The Art of Execution (@harriman, #investing)
The Art of Execution: How the world’s best investors get it wrong and still make millions (buy on Amazon.com) by Lee Freeman-Shor, published 2015 A “valueprax” review always serves two purposes: to...
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Notes – Best Practices in Deal Flow Origination (#investing, @dteten)
These notes are from an article entitled “Where Are The Deals?” by David Teten. He also has resources on adding value to portfolio companies which are worth browsing. For notes on a related topic,...
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