Comments (21)

Apr 27, 2013

AAPL & JCP

"Every man should lose a battle in his youth, so he does not lose a war when he is old"

Apr 27, 2013

Delta Airlines & US Airways.

FWIW, Visa and Mastercard is a really, really good example.

Apr 27, 2013

VZW & T

Apr 27, 2013

Penthouse & Club

Apr 27, 2013

MBIA & Herbalife

;)

May 3, 2013
CRE:

MBIA & Herbalife

;)

Herbalife and Lifevantage

Apr 27, 2013

XOM & CVX

Apr 27, 2013

Management Consulted & Mergers and Inquisitions

Apr 27, 2013

GS & MS ... fuck the retail bankers

Apr 27, 2013

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

Apr 27, 2013

nearly every public utility company

Apr 27, 2013

Southwest and Jetblue

Apr 27, 2013

APD and PX

What's the point of this?

Apr 27, 2013
KarateBoy:

APD and PX

What's the point of this?

probably his homework

Apr 27, 2013

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.

Apr 28, 2013

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.

Apr 28, 2013

Aren't there a million examples of this?

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

ZNGA/ENRN?

Apr 28, 2013

[quote=BlackHat

ZNGA/ENRN?

[/quote]

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

Apr 28, 2013
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

May 6, 2013
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May 3, 2013