Vitaliy Katsenelson
How HP Can Navigate the Information Superhighway
Когда Hewlett-Packard Co. обсуждается в средствах массовой информации, она изображается как компьютерная компания. На первый взгляд, это имеет смысл: HP ...
No Kodak Moment for Hewlett-Packard
After the shares of Hewlett-Packard Co. had been halved from about $48 earlier that year, I made a case for the stock.
Musical Note: Tchaikovsky Symphony No. 4
When my father talks about classical music you’ll never hear him
Musical Note: La Traviata (Netrebko)
In today’s musical note I want to share with you one of the most popular operas of our time: La Traviata.
Michael Dell, Who’s Your Daddy?
Michael Dell should ask himself: "Who is my daddy?" His current daddy makes it impossible for him to transform Dell from a PC maker into a technology services company.
VALUEx Vail 2013
The Third Annual VALUEx Vail will be held in Vail, Colorado, June 19th through 21nd (Wednesday – Friday)
Buffett Buying Heinz – Not As Expensive as Appears
Berkshire Hathaway buying Heinz is unlike any deal Buffett has ever done. In his past deals he was always a passive owner.
Eugen D’Albert Piano Concertos
I’ve stumbled on Eugen D’Albert maybe fifteen years ago or so. I was shocked how good his music was and unknown he was.
How Much Would You Pay for the Apple Ecosystem?
Apple’s ecosystem is an important and durable competitive advantage; it creates a tangible switching cost after Apple has locked you into the i-ecosystem.
Understanding Apple Requires an Analysis of Fundamentals and Psychology
What makes Apple stock difficult to own is psychology. The company’s success since 2000 is a black swan.
Musical Note: Moszkowski Piano Concerto in E Minor
I want to share with you the Piano Concerto in E minor by Moritz Moszkowski, German-Jewish composer born in Breslau, Prussia.
Super Bowl is a Tradition
My partner at IMA, Michael Conn, is a college football fanatic. He went to CU Boulder and has been a CU Buffs season-ticket holder for 40 years.
Looking for “Herbal” in Herbalife
Months before the recent Sturm und Drang surrounding nutritional-supplement maker Herbalife, my firm took a long, hard look at the company.
On Y! Breakout – Apple (not yet)
I was on Yahoo! Breakout with terrific Jeff Macke discussing Apple ….
Bargain Hunting at J.C. Penney
J.C. Penney Co. is a classic short-term pain arbitrage stock. There is a lot of uncertainty about what the retailer’s sales will do in the near future.
Finding Value in HMOs
HMOs appear to be perfect stocks for today’s market. They have good balance sheets, terrific free cash flows and recurring, highly economics-insensitive revenues.
Two Contradictory Thoughts About Elections
The election is over. I am left with two very contradictory feelings. First is the one of appreciation – every four years we peacefully replace our government.
Investment Process Presentation
"Better information" usually means insider information and will land you in jail. "Better analysis" means being able to build better models. "Be more rational than average market participant"
Playing a Game of Economic Survivor
At first, I felt like I needed a healthy dose of Prozac to tackle the article — it is easy to get depressed about the global economy.
Electronic Arts – Revenge of the Nerd
Electronic Arts stock is scratching 52-week lows. It is unloved, but for some good reasons: its sales have stagnated for years.
Helmerich & Payne Analysis
I took a serious look at Helmerich & Payne and, though we really liked the company, my conclusion was not to buy the stock at this price.
