“The greatest shortcoming of the human race is our inability to understand the exponential function.” ― Albert A. Bartlett In a classic paper titled ” What Business Are You In?” by Theodore Levitt […]
Pinterest to Test Advertising – Search for Business Models and Profit Pools
Last evening I watched this news on Bloomberg TV on Pinterest. This is really where the core lies. The search for Business Models and Profit Pools and where the real value capture […]
On valuations. Why fundamentals matter? Tesla is only one example of Irrational Exuberance.
I put out a simple analysis days ago on why companies like Tesla have valuations that don’t follow fundamentals and why many are in the same boat.Aswath Damodaran has the same view […]
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