Value Investment Institute
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Amazon: The Everything Store a Review
When we examine the investment case for any company we must think of competitive threats. Amazon is increasingly mentioned as potential competiti ...
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Thank You, Batman!
Gotham City Research's caped crusader brought down Gowex, a formerly 1.4 billion Spanish company, using superior analysis of publicly available i ...
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Musings on the Cost of Capital, with advice from Omaha
What is the most sensible way to think about the cost of capital? How should an analyst appraise an investment opportunity? This article steers ...
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Specialty Drug Industry, the Alchemy of Finance?
It seems that acquisitions are in' these days, nowhere more so than in the specialty drug sector. With each deal, excited investors and analysts ...
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Honest Answers or Clever Lies?
Having worked in various parts of the investment industry the author has an interesting perspective on the business of investment. His experience ...
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Value Investment Institute in The Sunday Times
Value Investment Institute Chair Gary Connolly and board member John Looby discuss topical issues including: Recent instability in the most stable ...
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