Answer to Case Study: So What Is It Worth?
If you haven’t tried the case study, go here: http://csinvesting.org/2011/09/19/so-what-is-it-worth/ After 20 minutes to complete the case study, go here for my comments and analysis:...
View ArticleThe Valeant Saga, Part III; Master Class in Deep Value Investing by Icahn
Part II on Valeant Let’s pretend you are asked to evaluate the situation for Mr. Ackman. He is in deep #$%^& and has brought in fresh eyes to advise him. Pershing Square has had to install two...
View ArticleAnalyst Quiz Part II
Part I: http://csinvesting.org/2016/02/05/analyst-quiz-is-gold-overvalued-based-on-cpi-go-short/ I will discuss in another post and send a gift to all who provided comments. Mr. Ackman calls you into...
View ArticleFraud, Lies, Social Proof, and the Will to Believe: Theranos
So what do you think? Are you enthused, impressed, and a believer? Read Fortune She is out for blood Theranos First Read The New Yorker Blood Simpler Here is an early interview of Eliz. Holmes:...
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