21 Comments
 

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?

 
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

 

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