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Mr. Market and ASM International
In 2008 Applied Materials was prepared to pay up to $800m for a business that "Mr. Market" is currently giving away for free. This article analyses this business to try to determine whether Applie ...
Read more | Investment Strategy | 6 Comments | Thu 03 May 2012

 
 



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No Smoking Gun - Japanese Private Sector Pensions
Japan is a popular hunting ground for Value Investors and pension analysis is an important element of a full understanding of the economics of com ...
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MAM's the word
A tiny company in an unglamorous sector with small free float listed in a different market from its key sales. A history of financial problems an ...
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Bill Gates' 13 favourite TEDtalks
TEDtalks are a phenomenal resource for unusual insights into a diverse range of subject matters. It is likely that Bill Gates, as former CEO and c ...
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