The Fallible Investor

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http://rthompson5.wordpress.com

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• April 23, 2010 Asset Allocation

• April 16, 2010 When I Will Sell A Business

• April 9, 2010 Technology and Competition

• April 2, 2010 What is a Customer Captivity Competitive Advantage?

• March 25, 2010 What is an Economies of Scale Competitive Advantage?

• March 18, 2010 Normalising a Business’s Earnings

• March 12, 2010 My Quantitative Valuation Model – Part 2

• March 10, 2010 My Quantitative Valuation Model – Part 1

• March 3, 2010 The linkage between ROIC, Market Value, Replacement Value, and a Sustainable Competitive Advantage

• March 1, 2010 What factors are not a sustainable competitive advantage

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