Tag Archives: Bad Santa

Repeal 1st Amendment; Investing in Cyclical Companies

Who needs the U.S. Constitution? We should not be exposed to things we don’t want to hear. How will that work for investors doing research?

Video scene of Cyclical company investing  (Please do NOT click on link if under 21 years of age or of sensitive disposition!)

…..Until Next Year

Merry Christmas

I will post again in the first week of the New Year, so I wish all a Merry Christmas, Happy Holidays, and HAPPY NEW YEAR.

Who has been naughty or nice this year?

[youtube http://www.youtube.com/watch?v=YUK4pTQXrQQ&w=420&h=315]

The Laws of Physics

[youtube http://www.youtube.com/watch?v=XXA9qqJRChU&w=560&h=315]

OK, I don’t like right or left wing extremists either, but many people in foreign lands like Afghanistan and Pakistan view us in this way. Listen to what you don’t like to hear. The media’s portrayal of the tragedy in Sandy Hook
should be contrasted with the silence on U.S. sanctioned drone killings of women and children (“collateral damage”). The actual video starts at 4:26.

Happy Holidays!

A good conscience is a continual Christmas. Benjamin Franklin

I must help Santa load the sleigh . I will return to posting after Christmas.

We will focus on competitive analysis starting with economies of scale.   In our study we want to identify the general principles behind why firms behave as they do, not in trying to develop lists of characteristics that lead to automatic success. There is no such list.  Perhaps you can tell I am not a fan of Jim Collins’ book, Good to Great or his other works. His books may be a commercial success because people want cookie-cutter, paint-by-numbers solutions to complex business problems. Good luck.

So get ready to work hard.

Meanwhile, I hope you don’t come across a Bad Santa:http://www.youtube.com/watch?v=wx0B61X-aFE&feature=fvsr

Merry Christmas to all!