Growth Options – The Case of Snap
In my previous discussion of growth options, I used Tesla as an example. A better example is Snap. Before saying … Read more
In my previous discussion of growth options, I used Tesla as an example. A better example is Snap. Before saying … Read more
Despite the amount of time I have spent discussing it, Apple is actually a suprisingly easy company to value for … Read more
In the past, I have complained about people posting investment analysis without real analysis – that is without a complete … Read more
Stewart Myers of MIT coined the term “growth options” to refer to future projects a company has the opportunity to … Read more
Like many investors, the nine year bull market has left my fund with a large amount of unrealized capital gains. … Read more
Uber is awash in easy cash. Private investors have pumped money into the company on increasingly generous terms with surprisingly … Read more
As a manager of a small hedge fund as well as a finance professor, I like to compare my views … Read more
Editor’s note – below are three recent posts by Dr. Brad Cronell on Tesla Stock and Model 3 combined into … Read more
The Model 3 will be coming soon. The Model 3 is a cheaper version of the Model S, a four-door … Read more
Recently, the fact that the market capitalization of Tesla passed that of Ford and GM attracted a good deal of … Read more
Superior investment performance relative to a given benchmark can be attributed to some combination of three basic drivers. The first … Read more
Much of this blog has focused on fundamental valuation as an investment tool that can be used to identify mispriced … Read more
If you are looking for a high yield business development company trading at an attractive price then Medley Capital Corporation … Read more
Innovation and valuation – Apple Inc. AAPL – Macpro imac I have been back and forth on Apple Inc. (NASDAQ:AAPL) … Read more