Housekeeping

A man does what he must - in spite of personal consequences,
in spite of obstacles and dangers and pressures - and
that is the basis of all human morality.  

A pessimist sees the difficulty in every opportunity;
an optimist sees the opportunity in every difficulty.
-- Winston Churchill

New Folder on Banks in the Value Vault

Several posts ago I discussed analyzing banks: http://wp.me/p1PgpH-vD

I said my expertise in banks was nil. But thanks to generous contributors too numerous to mention, I have received several books, research reports and readings on analyzing banks and the banking industry. If you would like the key to this folder you can email: aldridge56@aol.com just with the subject line: BANKS and by tomorrow morning, I will send you the key.

More to follow: Next, I will post the answers to the questions from Chapter 8 in Competition Demystified or The Games Companies Play. Then a post on ROIC. After that, I will have the Harvard Case Studies on the Cola Wars (Chapter 9 from Competition Demystified).  Of course, there will be some other posts as well.