Search Results for: iridium

Interesting Reading: Models; Valuation Metrics and more….

Posted on May 2, 2012 | 6 comments

“To what extent can we believe the conclusions of a model that assumes away the fundamental features of reality as we understand it?” Models:http://www.mises.org/daily/6018/Assuming-Away-Reality. A good review of the principles of Austrian Economics and why it matters to rely on … Continue reading →

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Posted in Economics & Politics, Risk Management, Search Strategies, Valuation Techniques

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Case Study on Capital Expenditures (MCX)

Posted on March 15, 2012 | 8 comments

Here’s to our wives and girlfriends… may they never meet! –Groucho Marx MCX and Iridium Case Study Our first discussion of Maintenance Capital Expenditures (“MCX”) occurred here: http://wp.me/p1PgpH-6t One method of learning is to EXHAUSTIVELY analyze and read about a … Continue reading →

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Posted in Competitive Analysis, Economics & Politics, Valuation Techniques

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Calculating Capex–MCX and Growth Capex

Posted on October 24, 2011 | 2 comments

This post responds to a reader’s question from Lecture #1: http://csinvesting.org/2011/09/09/lecture-1-an-introduction-to-value-investing/ The question Lumilog | October 21, 2011 at 8:46 am |  I’ve been wondering more about the estimate of Maintenance Capex Greenwald gives on slides 13-14 and its reliance on revenue.  … Continue reading →

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Posted in Valuation Techniques

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