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:

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: 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.

One response to “Housekeeping

  1. Govt. Agencies are also sources of information on banks–

    Of course, you should do a thorough search for information sources when you begin you analysis of any industry.

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