Chapter |
Blog Posts |
YouTube Videos |
Valuation Spreadsheets |
| Theranos |
- Runaway Stories: The Cautionary Tale of Theranos (11/15)
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- The Theranos Story (11/15)
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| Apple |
- Know when to hold 'em, know when to fold 'em (4/12)
- Are you a value investor? Taking the Apple test (1/13)
- Watching the Gap: Apple's long & twisted pricing journey (4/14)
- Narrative Resets: Revisiting a Tech Trio (8/15)
- Race to the top: The Google Apple Duel (2/16)
- Icahn exits, Buffett enters: Whither Apple? (6/16)
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- The Google Apple Duel (2/16)
- Icahn exits, Buffett enters: Whither Apple (6/16)
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- Apple (April 2012)
- Apple (January 2013)
- Apple (April 2014, pre)
- Apple (April 2014, post)
- Apple (July 2015)
- Apple (February 2016)
- Apple (May 2016)
|
| Facebook |
- The IPO of the Decade: A Valuation of Facebook (2/12)
- Market Mood Swings: Facebook Euphoria (7/12)
- Facebook Face Plant: Time to friend the company (8/12)
- Management Matters: Facebook vs Twitter (2/16)
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- Management Matters: Facebook and Twitter (2/16)
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- Facebook (February 2012)
- Facebook (August 2012)
- Facebook (February 2016)
|
| Vale |
- Go where it is darkest (11/14)
- No mas, no mas: The Vale Chronicles (9/15)
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- No mas, no mas: The Vale Chronicles
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- Vale (November 2014)
- Vale (September 2015)
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| Valeant |
- Valeant: Checkmate or stalemate? Valeant's Fall from Grace (11/15)
- Valeant: Information Vaccums, Credibility and Value (5/16)
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- Valeant: Checkmate or Stalemate?
- Valeant: Information Vaccuums & Value
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- Valeant, Post scandal (11/15)
- Valeant, the Star (5/16)
- Valeant, the Cash Cow (5/16)
- Valeant, the Dog (5/16)
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