Strategy · 439 articles · Asked 0×
Capital Allocation
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- Paul Otellini's Intel: A Strategic Retrospective on Missed Opportunities ·
- The Android Detour ·
- The Intel Opportunity ·
- Apple: News, Noise and Value ·
- Credit Agencies Deem Apple Less Safe than Subprime Mortgages ·
- The Death of HTC in Seven Bullet Points, Revisited ·
- Value Chains – How Industry Structure Determines Business Winners and Losers ·
- Hey! You! Get off of Google's cloud! – Stratechery by Ben Thompson ·
- The Death of HTC in Seven Bullet Points ·
- Shareholder Activism vs. Management Control: Evaluating Marty Lipton's Defense of Incumbent Managers ·
- AirWatch Secures $200 Million Series A Investment from Insight Venture Partners
- Musings on Markets: Hundred Dollar Bills Are Hard to Come By ·
- Financial Alchemy: David Einhorn's 'Value' Play for Apple — Preferred Stock Analysis and Alternatives ·
- Market Mayhem: Lessons for Apple ·
- Musings on Markets: Death and Taxes at year end: Unpredictable Certainties ·
- Musings on Markets: The year in review: Apple's universe? ·
- Acquisition Alchemy: Creating Value from Deals ·
- Acquisition Accounting I: Accretive (Dilutive) Deals can be bad (good) deals ·
- Acquisition Archives: Winners and Losers ·
- Musings on Markets: Much ado about liquidity? Lockup expirations and stock prices ·
- Storms and Stocks: Dealing with Disruptive Shocks ·
- The Yankees' A-Rod Problem: Sunk Costs and Investment Decision-Making ·
- Private Equity: Too Disruptive or Not Disruptive Enough? ·
- Learning from Amazon's Startup Judo ·
- Musings on Markets: Inspiration or Insanity? Fed Action and Market Reaction ·