jakarta

27 ms·

181.
AT&T: Subscriber #s mask margin pressure(ft.com)
1 points by jakarta 16y ago|0 comments
182.
by jakarta 16y ago
I think the best way to play the China bubble is to go after luxury retailers in the country. For example, I found one company that you can short which basically imports Swiss watches that they then try to resell. Property brokers like E-Ho
183.
by jakarta 16y ago
Yeah, if you watch his comments on CNBC, he was a bit disappointed by that decision since it will consume more capital in the business. He prefers just owning the concentrate business.
184.
by jakarta 16y ago
Yeah, I mean one of the reasons he purchased Coca-Cola was actually because of what Roberto Goizueta did when he came into the company. At the time Coke was #2 in supermarkets behind Pepsi. Goizueta did a lot of great things. He separated o
185.
by jakarta 16y ago
Initially Buffett started out as pretty much an arbitrageur, he focused on companies selling below their liquidation value. This was all from learning under Benjamin Graham. So if you look at his partnership years, he would often invest in
186.
Charlie Munger: Turning $2 Million Into $2 Trillion
3 points by jakarta 16y ago|0 comments
187.
by jakarta 16y ago
Back then this was not his strategy. There are actually 3 types of Warren Buffett over the years.
188.
by jakarta 16y ago
I always thought that if corporate raiders were allowed to descend upon Japan, the companies could be kicked into action. There just seems to be a lot of bloat, not only from conglomerates with tons of subsidiaries but also from their ballo
189.
by jakarta 16y ago
Specifically: "The apps, ranked by research company Inside Network Inc. (based on monthly users), include Zynga Game Network Inc.'s FarmVille, with 59 million users, and Texas HoldEm Poker and FrontierVille. Three of the top 10 apps, includ
190.
by jakarta 16y ago
I do work as an analyst with a value approach. Besides what you have listed above, I like to do a lot of comparisons to peers in the rest of their industry. So when I see an insurance company trading at 1/2 their shareholders' equity and th
191.
Facebook Apps transmit Personal IDs and Friends' Names to Advertisers(online.wsj.com)
133 points by jakarta 16y ago|27 comments
192.
by jakarta 16y ago
That would be good. From their commercial, the upcoming documentaries seem to center on: Larry & Sergey (Google) Jon Stewart (Daily Show) Henry Kravis (KKR/LBOs) Anna Wintour (Vogue)
193.
by jakarta 16y ago
Here's the one they did on Mark Zuckerberg: http://www.bloomberg.com/video/63583008/
194.
by jakarta 16y ago
You do a great job at ignoring the facts. Standard Oil was able to use anti-competitive forces against competitors. They specifically were able to extract better rates for the transportation of oil with the railroad companies which helped g
195.
by jakarta 16y ago
That's the point. Bill Gates was convicted of being a monopolist and checks were put on what his company could and could not do. That does not happen in Mexico. In more extreme cases, look at John D. Rockefeller's Standard Oil. Rockefeller
196.
by jakarta 16y ago
A number of countries experimented with shock treatment capitalism as a means of quickly bringing their economies up to speed. Take Russia or Bolivia as examples of what can go wrong. In each case, they quickly freed up their economy and tr
197.
by jakarta 16y ago
I don't place a lot of value on Carlos Slim's advice. His vast fortune has basically been a result of his ability to practice regulatory arbitrage and own a monopoly (and stifle competition) in Mexico, a country with a highly inefficient go
198.
What if Elvis ran a hedge fund?(reuters.com)
1 points by jakarta 16y ago|0 comments
199.
by jakarta 16y ago
Tacoma looks the same but it is overall weaker than the Hilux
200.
by jakarta 16y ago
This article got me thinking about a trip to the dentist I had a few years ago. From when I was 5-18 years old I had the same dentist and between ages 13-18 I had a really impeccable record when it came to not having cavities. Then, when I
201.
The 'Irrational' Way Humans Interact With Dentists (npr.org)
119 points by jakarta 16y ago|91 comments
202.
Facebook's 'Social' Chief Pushes Human Interaction(online.wsj.com)
3 points by jakarta 16y ago|0 comments
203.
Bloomberg Plans a Data Service on the Business of Government(nytimes.com)
2 points by jakarta 16y ago|0 comments
204.
by jakarta 16y ago
I think Hulu is problematic because of how its ownership structure is set up, you have these studios/content providers that are going to want the majority of profits. When we buy businesses, we are anticipating the future cash flows that ar
205.
Reed Hastings' 6 Lessons for Newspapers(newsonomics.com)
4 points by jakarta 16y ago|0 comments
206.
Germany Threatens Europe With `Deflationary Spiral'(bloomberg.com)
1 points by jakarta 16y ago|1 comments
207.
by jakarta 16y ago
It's interesting to think about ways in which using Groupon would be beneficial. Maybe for a new entrant to a geographic market where they are willing to settle with much lower margins? So you would in that case use Groupon to get your init
208.
by jakarta 16y ago
The thing to keep in mind is that the recommendations by sell side analysts are often very focused on the short term. They are actually pretty bad at telling you where the stock price will actually go -- but the more senior analysts are won
209.
by jakarta 16y ago
It would be great to see a PG review/essay on the movie.
210.
by jakarta 16y ago
I think Evernote is pretty decent for this. I just use the web version, but because of the work I do, I have to read a ton of documents online and usually want to refer to them later. Evernote helps because I can use the web clipper to save

More ›