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Punch Card Investing | Dedicated to the Exploration of Moats and High Quality BusinessesDedicated to the Exploration of Moats and High Quality Businesses
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Punch Card Investing | Dedicated to the Exploration of Moats and High Quality Businesses | punchcardblog.wordpress.com Reviews
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Dedicated to the Exploration of Moats and High Quality Businesses
Stocks | Forever Investor
http://www.foreverinvestor.com/category/stocks
Buy and hold, (hopefully) forever. Apologies, but no results were found for the requested archive. Perhaps searching will help find a related post. No top posts yet. Photography courtesy of various - see each post for details.
Investors | Forever Investor
http://www.foreverinvestor.com/category/investors
Buy and hold, (hopefully) forever. Apologies, but no results were found for the requested archive. Perhaps searching will help find a related post. No top posts yet. Photography courtesy of various - see each post for details.
Portfolio Management | Forever Investor
http://www.foreverinvestor.com/category/portfolio-management
Buy and hold, (hopefully) forever. Category Archives: Portfolio Management. Apologies, but no results were found for the requested archive. Perhaps searching will help find a related post. No top posts yet. Photography courtesy of various - see each post for details.
Dislocated Value: October 2100
http://dislocatedvalue.blogspot.com/2100_10_01_archive.html
Saturday, October 23, 2100. Insights I find valuable over time. Will be constantly updated. Subscribe to: Posts (Atom). Small Cap Value Blog. Insights I find valuable over time. Simple template. Powered by Blogger.
Dislocated Value: June 2014
http://dislocatedvalue.blogspot.com/2014_06_01_archive.html
Sunday, June 22, 2014. Sorry for the pauses, it has been incredibly busy lately (odd given the warmer weather, I know). The market had been on a tear with little volume, and it is a stream of work without much alpha being generated. That said, enjoy this edition. Big Dream: Anheuser-Busch InBev (BUD) / Coca-Cola (KO) Merger:. Http:/ brooklyninvestor.blogspot.com/2014/06/is-coke-undermanaged.html#comment-form. Where gun stores outnumber museums and libraries. Hedge funds warned over leveraged CLO deals:.
Dislocated Value: PCRX - a rather decent lottery ticket with take-out potential
http://dislocatedvalue.blogspot.com/2015/04/pcrx-rather-decent-lottery-ticket-with.html
Thursday, April 2, 2015. PCRX - a rather decent lottery ticket with take-out potential. Stumbled upon this name from a friend just now. Clearly a different mandate than our usual special situation. But the thesis is straight-forward: really good product, clear take-out target for any spec-pharma (like MNK and ENDP), temporary hiccups. Speculative lottery ticket in case you are bored. 12000 / share vs. $89.00 as of March 31, 2015. 2 - 4 to 1 risk-reward. Time Horizon: 9-18 months. Value / Supply Chain.
Dislocated Value: April 2015
http://dislocatedvalue.blogspot.com/2015_04_01_archive.html
Thursday, April 2, 2015. PCRX - a rather decent lottery ticket with take-out potential. Stumbled upon this name from a friend just now. Clearly a different mandate than our usual special situation. But the thesis is straight-forward: really good product, clear take-out target for any spec-pharma (like MNK and ENDP), temporary hiccups. Speculative lottery ticket in case you are bored. 12000 / share vs. $89.00 as of March 31, 2015. 2 - 4 to 1 risk-reward. Time Horizon: 9-18 months. Small Cap Value Blog.
Dislocated Value: September 2014
http://dislocatedvalue.blogspot.com/2014_09_01_archive.html
Friday, September 12, 2014. Updates on status, also on BOBE, BBX, and VEC. Sell all or part of its real estate, pointing to $900 mm in value and indicate that it has already attracted 5 unsolicited bids. ARCP comes to mind. Evaluate strategic initiatives for its BEF packaged food division. Given HSH's recent 13-14x bid, BOBE's 8x bid provides interesting multiples expansion opportunity. CapEx normalization from 10% of sales to 3-4% of sales. Sandell April 2014 Presentation:. BBX Capital / BFCF:. This is ...
Dislocated Value: July 2014
http://dislocatedvalue.blogspot.com/2014_07_01_archive.html
Sunday, July 27, 2014. Notable Articles [July 28, 2014]. Scientists say it's extremely likely an El Niño will affect the world's weather in 2014. Equinox Fitness Is Buying Rest of Millennium’s Gyms. Like, a monopoly in Manhattan at this point? If it is secular in health awareness rather than savy business-dealing (both perhaps), Lululemon is still the apple of my eye…Source: http:/ dealbook.nytimes.com/2014/07/27/equinox-fitness-is-buying-rest-of-millenniums-gyms/? 107-page JPM report on Brazil from 2011...
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Punchcard - Get rewarded at the places you love to shop.
Are you a business? Download Punchcard to your phone. By providing my mobile number above, I give my express written consent for Gigway. To send me one-time automated message with a link to download the Punchcard app. Punchcard works nearly everywhere across the US. And almost anywhere else! Win prizes and get rewards from Punchcard and the businesses you love. Use Punchcard and you can Punch, Spin and Win points with every purchase you make! Get rewarded by businesses too! Are you a Business? The use of...
Punchcard: VideoTrace
Modelling for virtual environments and games. Modelling for video editing. Tutorial 1 – Sketching, Extrusion & Curves. Tutorial 3 – Zooming, Snap Plane & Selection. Tutorial 2 – Multiple Faces, Refining & Texturing. Image-based modelling for all. Modelling for video editing. Modelling for virtual environments and games. Tutorial 1 – Sketching, Extrusion & Curves. Tutorial 2 – Multiple Faces, Refining & Texturing. Tutorial 3 – Zooming, Snap Plane & Selection. See the modelling examples.
PUNCHCARD
The collaborative work of. Between 2005 - 2009. To view our current work, click on the links above.
Punch Card | A blog about software development
A blog about software development. Stylish presentations without Powerpoint or Keynote. For the last few days I’ve been investigating possibilities to create presentations that will output a mixture of HTML / CSS / JS and are created by either using plain HTML or some kind of markup language. The general idea behind this approach is that for 90% of the presentation you create you will follow a simple set of styles and you will not need some special visualizations. 8211; HTML is just to noisy to work on s...
Punch Card Investing | Dedicated to the Exploration of Moats and High Quality Businesses
Moody’s – The Perfect Company for Investors? Dedicated to the Exploration of Moats and High Quality Businesses. Q2 2015 Form 13-F Summary. Asymp; Leave a comment. The following is a summary of the tweetstorm produced by @BluegrassCap with some refinement by me. Updated Compounders Watchlist, Q2 2015. Companies are sourced from 37 funds who concentrate their best ideas in growing companies with high returns on capital and strong management teams. Companies Owned by Six Funds: DHR, IHS, LMCA / SIRI. Owners...
Punchcard Economy
Rates for the Job. Punchcard Economy is a project by artist Sam Meech using data collected from people’s working hours (predominantly in the digital, creative and cultural industries) to create a translation of the 888 movement banner. The final work – a 5m x 3m knitted banner. 8211; is produced on a domestic knitting machine using a combination of digital imaging tools and traditional punchcard systems to produce the design. Photos – Data As Culture exhibition @ Lighthouse Arts. Core working hours *.
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