The Day After & the Era of Transformation
“Erudite, sharply focused and fun to read, The Canon of the Markets, a compendium of many of Dr. Charalambakis’ finest commentaries, should be required reading for all investors who feel overwhelmed by data and starved for information. He has a reporter’s eye for...The Wooden Nickel
1. Terry Smith and Quality Terry Smith is known as “Britain’s Buffett” (Figure 1 shows why the moniker exists) and his annual letter is always an illuminating read. This year’s letter is no exception for its discussion on his investment philosophy, particularly on why...The Wooden Nickel
Instead of a post that looks at one market/investing topic in-depth with commentary and analysis, we thought we’d try something different. Without a specific broad topic grabbing our attention this month, this post will provide a short blurb on a handful of unrelated...Bundling and Unbundling
In the mid 1990s Netscape Communications, one of the early darlings of the dot-com craze, embarked on a roadshow to meet with prospective investors prior to its IPO. In its last meeting, and already late to board the plane from London back to the States, management...Sign Up for Our Publications
