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Videos – Rahul Saraogi On Value Investing In India (#valueinvesting, #India,...
The Manual of Ideas presents Rahul Saraogi, managing director of Atyant Capital Advisors Major take-aways from the interview: Referring to Klarman, finding ideas and doing the analysis is a small part...
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How Does Amazon Avoid Creating It’s Own Mini-Depression? ($AMZN, #economics)
According to a new article at Slate, Amazon will soon (within the next 12 months) be offering it’s Kindle e-reader device for “free.” Here’s the part of the story that interested me the most: Every...
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DreamWorks Animation CEO Katzenberg On The Studio’s Future Opportunity ($DWA)
Am I reading this correctly? Is he saying films like Madagascar 3 generate $1.5B in revenue over their lifetime, and that in the future these films will generate $3.75B in revenue? From a USA Today...
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Inside The Minds Of Wall St Analysts & Earnings Reports: Spotlight Nintendo...
This post is about Nintendo, specifically, and about the logic of the earnings season and Wall St analysts, generally. Let’s start in reverse order. The following is from Michael Pachter, a securities...
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Brilliant Economist Proposes Bold Solution To Education Crisis From Comfort...
I saw this on the Atlantic Monthly’s website, written by an economist (/physicist? /finance professor? /midget wrestler?) named Noah Smith. He came up with a plan for solving the nation’s college...
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Four Views On Gold And Gold Miners (#gold, #investing, @atyantcapital,...
1.) Atyant Capital, “What is gold saying?”: Gold stocks lead gold and gold leads currencies and currency moves correlate with stocks and bonds. Gold stocks have been declining for two or so years now....
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More Banking Confusion: Liquidity Versus Solvency (@EconTalker, #banking,...
Here is a choice quote from the recent EconTalk podcast with Anat Admati of Stanford University: Well, they have fancy ways to talk about banks, and we try to unpack those. They talk about maturity...
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This Just Blew My Mind: The Moneyball Secret & Warren Buffett...
I read Michael Lewis’s Moneyball a few months ago after having seen the film. I would’ve preferred to do it in the other order (if I had ended up seeing the film at all) but I hadn’t gotten to the book...
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Entrepreneurial Opportunity Cost (#socialism, #bureaucracy, #freemarket)
I am wondering out loud here: when people attempt to do some kind of modeling of the various opportunity costs of having government provide X, versus having “the market” provide X, do they factor in...
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Crude Economic Analysis: Government Student Aid Edition (#affordability,...
This is a funny headline from the WSJ.com: College Tuition Hikes Slow, but Aid Falls The rate of tuition increases at colleges has slowed for the second year in a row, but government aid has fallen,...
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