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saumil

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Posts posted by saumil

    Shave the Nation [Gillette India]

    in General Discussion

    Posted

    Shave the Nation

     

    Gillette’s recent campaign with soldiers as brand ambassadors marks a big shift in market capture strategy. But can premium brands go mass easily?

     

    http://epaper.timesofindia.com/Repository/getFiles.asp?Style=OliveXLib:LowLevelEntityToPrint_ETNEW&Type=text/html&Locale=english-skin-custom&Path=ETM/2011/12/11&ID=Ar00800

     

    An interesting article on how an economic moat is guarded by Gillette India

    Seth Klarman 2010 Shareholder Letter

    in General Discussion

    Posted

    Hi Jacob,

    Is it possible to post 'Part 2' in this forum? Its a private forum so it wont matter much. Thanks!!

     

    I will be a gentleman and not name the site, but if you want to, you can figure it out pretty quickly. This is the second time they did this....

     

    No they are nice, just Baupost in general is super secretive. It was all macro no stock analysis. You can still see some stuff they never asked me to remove-http://www.valuewalk.com/value-investing-reports/walk-exclusive-seth-klarman-q211-shareholder-letter/, http://www.valuewalk.com/value-investing-reports/notes-seth-klarmans-2009-shareholder-meeting/. I suggest you copy these ASAP.

    uValue - Corporate Valuation app by Aswath Damodaran [iPad]

    in General Discussion

    Posted

    Description

     

    Developed by two professors from leading US business schools, uValue is a corporate valuation app for the iPad. The app helps you value businesses using conceptually rigorous, yet practical and widely-used tools. You can value firms using the ‘weighted average cost of capital’ (WACC, or 'cost of capital') approach, the ‘adjusted present value’ (APV) approach, the ‘dividend growth model’ (DGM), or real option valuation (ROV) techniques.

     

    It was co-created by Professor Aswath Damodaran at the Stern School of Business and Professor Anant Sundaram at the Tuck School of Business at Dartmouth, two academics with extensive teaching, advising, consulting, and research experience on business valuation.

     

    The app is free. We want anyone who is keen to do a good valuation, anywhere, to have access to self-contained, fully-functional tools to do so. Time and again, we see that poor investment decisions start with poor valuations. Consequently, uValue is fundamentally educational in its intent — it comes with three important features: pop-up boxes that define and explain every input or concept, a uValue Companion that is a mini-textbook on valuation, and links to a data set that give you industry data benchmarks.

     

    uValue presumes basic familiarity with financial statements. With the WACC and the APV models, you can also choose between 'Detailed' or 'Simple' versions. (There is a section that walks you through how to make choices if you're not sure.) You do have to agree to a disclaimer within the app before you can use it.

     

    We hope you have fun with uValue, and enjoy using it!

     

    - From App Store (http://itunes.apple.com/us/app/uvalue/id440046276)

     

    - Saumil

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