As previously discussed, I have a rule that I will not buy a business unless it is highly likely to still exist in 10 years time.[1] The reason for this rule is simple. If the business does not exist in 10 years time it is likely to be a very poor investment. However, it is [...]
Archive for the ‘Technology and Competition’ Category
Technology and Competition
Posted in Technology and Competition on April 9, 2010 | 8 Comments »
Categories
- Asset Allocation
- Competitive Advantage – 1
- Competitive Advantage – 2
- Competitive Advantage – 3
- Controlling emotions
- Customer Captivity
- Earnings Growth and Profitability
- Economies of Scale
- Falsifying scenario’s
- Group Decision Making
- Ignoring market moves
- My Circle of Competence
- My Discount Rate
- My Quantitative Valuation Model – 1
- My Quantitative Valuation Model – 2
- Normalising Earnings
- ROIC and Competitive Advantage
- ROIC versus ROE
- Talking to Management
- Technology and Competition
- The Basics – Part 1
- The Basics – Part 2
- The Basics – Part 3
- Valuing using scenarios
- When to Sell
- Will the business survive?
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