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.
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.
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AAPL & JCP
Delta Airlines & US Airways.
FWIW, Visa and Mastercard is a really, really good example.
VZW & T
Penthouse & Club
MBIA & Herbalife
;)
Herbalife and Lifevantage
XOM & CVX
Management Consulted & Mergers and Inquisitions
GS & MS ... fuck the retail bankers
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.
+1
nearly every public utility company
Southwest and Jetblue
APD and PX
What's the point of this?
probably his homework
Ford and GM
The point of this was to see if anyone would mention KO and PEP. It was a trick, you guys passed.
Aren't there a million examples of this?
RGR/SWHC? DD/DOW? K/GIS? CXW/GEO?
ZNGA/ENRN?
[quote=BlackHat
ZNGA/ENRN?[/quote]
Someone would like a little pullback in Bay Area housing prices...
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
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