When I started business school at NYU Stern in the fall of 2005 my plan centered on taking every class in Bankruptcy & Reorganization, and Distressed Investing that I could. I took 3 elective classes in that area; Bankruptcy & Reorganization with Prof. Ed Altman, Case Studies in Bankruptcy & Reorganization with Prof. Max […]
Value investing, philosophy, strategy and applications.
‘One IPO that is probably worth the hype.’ – Chris Beauchamp on the # with @kerushton in the Telegraph. http://t.co/l8FqFRYwzJ — IG (@IGcom) September 1, 2014 The recently announced IPO of Alibaba got me thinking last week about network effects1 – what they are, how they develop and evolve, and how network effects can […]
Let’s begin with some disclaimers. I have never actually been a value investor. I have also never made individual picks of stocks traded on the public markets. I was completely oblivious of stock markets until soon after I had graduated college in 2001. Before I arrived in the United States in 1997, I would not […]