ventureoutlook.com
Venture Outlook: May 2010
http://www.ventureoutlook.com/2010_05_01_archive.html
Investment Commentary Working Papers Investment Theses. Saturday, May 1, 2010. Analysis of First Ship Lease Trust (Singapore). At it's current price (SGD0.60), FSLT's attractiveness as an investment boils down to 2 questions:. Is a price of SGD 362m (the market cap) a good price to pay for (a) ownership of the 23 ships that the trust owns, and (b) assuming responsibility for SGD 650m of bank debt. Here's the thought process behind this:. Of course, if the ships were purchased at a rock-bottom price, then...
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Venture Outlook: December 2012
http://www.ventureoutlook.com/2012_12_01_archive.html
Investment Commentary Working Papers Investment Theses. Tuesday, December 18, 2012. Bank Profits and Inflation. An opinion written in 1980, by Henry C. Wallich:. Http:/ www.richmondfed.org/publications/research/economic review/1980/pdf/er660304.pdf. Subscribe to: Posts (Atom). Drop me a note to let me know what you'd like to see on this site; or to exchange ideas. Subscribe To This Blog. Bank Profits and Inflation. Bill Gates Book Recommendations. Charlie Munger - Worldly Wisdom. The ABCs of spin-offs.
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Venture Outlook: February 2011
http://www.ventureoutlook.com/2011_02_01_archive.html
Investment Commentary Working Papers Investment Theses. Sunday, February 13, 2011. Western Union (WU) Investment Thesis / Stock Analysis. Western Union is one of the world's largest C2C cash-to-cash money transfer companies. While it also offers C2B, B2B and account-based and debit-card based transactions, the C2C cash-to-cash transfer business is still its largest line of business and its core. Economics of the core business are excellent. These factors create a business model whose economics are attrac...
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Venture Outlook: Betting on a Housing Recovery - Title Insurance
http://www.ventureoutlook.com/2011/05/betting-on-housing-recovery.html
Investment Commentary Working Papers Investment Theses. Sunday, May 29, 2011. Betting on a Housing Recovery - Title Insurance. Transaction volume in the American housing market has been in a downward trend since 2007, likely driven by 2 factors:. Assive over-pricing caused by speculative demand prior to 2007 - prices are gradually dropping to more affordable price-to-income ratios. A generally sour employment situation and a weak income growth, caused by a slow economy since 2008. Unlike Life and P&C ins...
ventureoutlook.com
Venture Outlook: May 2011
http://www.ventureoutlook.com/2011_05_01_archive.html
Investment Commentary Working Papers Investment Theses. Sunday, May 29, 2011. Betting on a Housing Recovery - Title Insurance. Transaction volume in the American housing market has been in a downward trend since 2007, likely driven by 2 factors:. Assive over-pricing caused by speculative demand prior to 2007 - prices are gradually dropping to more affordable price-to-income ratios. A generally sour employment situation and a weak income growth, caused by a slow economy since 2008. Unlike Life and P&C ins...
ventureoutlook.com
Venture Outlook: Dominant firms and Wide moats : How moats are breached
http://www.ventureoutlook.com/2011/04/dominant-firms-and-wide-moats-breaching.html
Investment Commentary Working Papers Investment Theses. Sunday, April 24, 2011. Dominant firms and Wide moats : How moats are breached. Investors often bet that these companies will be able to keep the competition at bay, and provide a stream of earnings that can be estimated with a higher degree of certainty. So one of the key risks that these investors need to assess is the probability that the company's moat will be breached. In other words, "What Can Go Wrong? The ecosystem has changed and the incumb...
ventureoutlook.com
Venture Outlook: April 2011
http://www.ventureoutlook.com/2011_04_01_archive.html
Investment Commentary Working Papers Investment Theses. Sunday, April 24, 2011. Dominant firms and Wide moats : How moats are breached. Investors often bet that these companies will be able to keep the competition at bay, and provide a stream of earnings that can be estimated with a higher degree of certainty. So one of the key risks that these investors need to assess is the probability that the company's moat will be breached. In other words, "What Can Go Wrong? The ecosystem has changed and the incumb...
ventureoutlook.com
Venture Outlook: Bank Profits and Inflation
http://www.ventureoutlook.com/2012/12/bank-profits-and-inflation.html
Investment Commentary Working Papers Investment Theses. Tuesday, December 18, 2012. Bank Profits and Inflation. An opinion written in 1980, by Henry C. Wallich:. Http:/ www.richmondfed.org/publications/research/economic review/1980/pdf/er660304.pdf. Subscribe to: Post Comments (Atom). Drop me a note to let me know what you'd like to see on this site; or to exchange ideas. Subscribe To This Blog. Bank Profits and Inflation. Bill Gates Book Recommendations. Charlie Munger - Worldly Wisdom.
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Venture Outlook: January 2013
http://www.ventureoutlook.com/2013_01_01_archive.html
Investment Commentary Working Papers Investment Theses. Friday, January 4, 2013. Article from The Atlantic Magazine:. What's inside America's Banks? An interesting point-of-view, though not one that I entirely agree with. Subscribe to: Posts (Atom). Drop me a note to let me know what you'd like to see on this site; or to exchange ideas. Subscribe To This Blog. Bill Gates Book Recommendations. Books for Multidisciplinary Thinking (including books recommended by Buffett and Munger). The ABCs of spin-offs.
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Venture Outlook: Bank accounting
http://www.ventureoutlook.com/2013/01/bank-accounting.html
Investment Commentary Working Papers Investment Theses. Friday, January 4, 2013. Article from The Atlantic Magazine:. What's inside America's Banks? An interesting point-of-view, though not one that I entirely agree with. Subscribe to: Post Comments (Atom). Drop me a note to let me know what you'd like to see on this site; or to exchange ideas. Subscribe To This Blog. Bill Gates Book Recommendations. Books for Multidisciplinary Thinking (including books recommended by Buffett and Munger).