I actually did a full blown valuation project on MA vs V and can tell you they are VERY good comparables. Also really interesting business models once you dig into them a bit - certainly found out a lot of stuff I didn't know before. Worth comparing to AXP too even though it's a different model just so the contrast of differences becomes more apparent.

leveredarb:

GS & MS ... fuck the retail bankers

+1

"Money was never a big motivation for me, except as a way to keep score. The real excitement is playing the game." - Donald Trump
 

Ford and GM

Portfolio manager of a boutique value-oriented long/short and event-driven hedge fund Disciple of Graham since the age of 12 Started an investment fiirm and two funds at a young age, all you young-lings interested in hedge funds, pm me.
 

The point of this was to see if anyone would mention KO and PEP. It was a trick, you guys passed.

The difference between successful people and others is largely a habit - a controlled habit of doing every task better, faster and more efficiently.
 

Aren't there a million examples of this?

RGR/SWHC? DD/DOW? K/GIS? CXW/GEO?

ZNGA/ENRN?

I hate victims who respect their executioners
 
tiger2012:

[quote=BlackHat

ZNGA/ENRN?

Someone would like a little pullback in Bay Area housing prices...

[/quote]

That would probably do it... maybe a few forced power outages to truly make that a fair comp

I hate victims who respect their executioners
 

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Veritatis expedita delectus delectus blanditiis vel. Sint nobis tempora aut minus sapiente. Praesentium voluptatibus adipisci aliquam et enim. Sunt nostrum consectetur adipisci rem dolores.

Nam aut consequatur nostrum quidem. Qui eos vel aliquid et. Et fuga dolorum nihil quaerat ducimus mollitia cupiditate.

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