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Friday, August 8, 2014
Y So Cheap?
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Alleghany (Y) announced earnings earlier this week; BPS is up +9.4% in the first six months to $451.65 /share. The stock is trading at ...
14 comments:
Wednesday, July 9, 2014
Catmull's Mental Models
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OK, so I mentioned this book in my last post : Creativity, Inc: Overcoming the Unseen Forces That Stand in the Way of True Inspirat...
20 comments:
Cost Cutting, R&D etc.
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This is going to be a wandering post, just thinking out loud about a few things that have been on my mind. I've been posting about ...
37 comments:
Thursday, July 3, 2014
Heinz Update: Who's Next?
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So it's been about a year since BRK and 3G Capital acquired Heinz (HNZ). This is old news to most of you as the 10-Q for the first quar...
26 comments:
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