Tag: CAPex

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How To Calculate Maintenance Capital Expenditure

What You Will Learn How to calculate maintenance capex, when is it useful and when is it not How to calculate maintenance capex using Wal-Mart as an example Bruce Greenwald’s Method to Calculate Maintenance Capex or Maintenance Capital Expenditure How […]

Monitise Bull Case – Post Moratorium

Monitise Bull Case – Post Moratorium

Monitise Bull Case – Post Moratorium by Theo Vallee The ride in Monitise has been similar to that of a one winged plane. After finding Leon Cooperman’s CNBC Halftime Report pitch interesting, I provided a qualitative review on Monitise and […]

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Implications Of The Coming Capex In Coal

Implications Of The Coming Capex In Coal by Sanjay Bakshi, Fundoo Professor I wrote this mail to myself after reading several articles on the coming capex in coal and thought of sharing it with you. Begin forwarded message: From: Sanjay Bakshi […]

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Maglan Capital Up +20.84% In February

Maglan Capital increased in value by 20.84% (net of all fees) during the month of February. Our portfolio exhibited exceptional strength in February. All of our long positions gained along with the broader market. However, the standout performer in the […]