Venture Outlook
Investment Commentary | Working Papers | Investment Theses
Tuesday, December 18, 2012
Bank Profits and Inflation
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An opinion written in 1980, by Henry C. Wallich: http://www.richmondfed.org/publications/research/economic_review/1980/pdf/er660304.pdf ...
Monday, January 9, 2012
ZINC (Horsehead) Investment Thesis
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Horsehead Holding Corp (ZINC) is a company that recently came to my attention. ZINC is a metal waste recycler with a turbulent recent past, ...
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Sunday, May 29, 2011
Betting on a Housing Recovery - Title Insurance
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Transaction volume in the American housing market has been in a downward trend since 2007, likely driven by 2 factors: m assive over-pricing...
Sunday, April 24, 2011
Dominant firms and Wide moats : How moats are breached
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Incumbent dominant firms typically have a strong competitive position. These companies are dominant because they have out-executed the compe...
Sunday, March 6, 2011
Microsoft (MSFT) Investment Thesis / Stock Analysis
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Microsoft is one of the blue-chip companies that are trading today at extremely attractive prices. By any measure, Microsoft is an impressiv...
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