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 […]
Archive | Value Investing
Value investing, philosophy, strategy and applications.
Revisiting What I Know About Network Effects & Startups
By Brian Laung Aoaeh on September 12, 2014 in Business Models, Case Studies, Entrepreneurship, How and Why, Innovation, Investment Analysis, Long Read, Technology, Valuation, Value Investing
‘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 effects 1Any errors in appropriately citing my sources are entirely mine. Let me know what […]
A Reexamination: Can Venture Capitalists be Value Investors?
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 […]