The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success by Will Thorndike I highly recommend reading this book if you have not done so. A lot of investors have already read this book, so I’m a little late to the game however it’s a very useful look into the details of 8 CEOs whom have provided exceptional returns over a long period of time for their investors. Everyone is familiar with Warren Buffet and his amazing record of running Berkshire Hathaway, however, most will not recognize all of names of the CEOs that are covered in the...
Some Interesting Links
I wanted to post a few links that I found through the people who I follow on Twitter that I found interesting and useful. I tweet and retweet links that I find of value but I don’t always publish them on my blog, so I figured I would start doing so. Tom Murphy interview from HBS If you have read the book The Outsiders than you are familiar with Tom Murphy and the Capital Cities/ABC history. In this interview Tom Murphy provides a lot of good information about the history of Capital Cities and the philosophy and strategy that...
LeapFrog ($LF) Stock Analysis
LeapFrog Enterprises, Inc ($LF) is the maker of educational toys for children such as the LeapPad tablet for kids. The company classifies themselves as a leading developer of educational entertainment for children. The stock has struggled recently as the Christmas season has been deemed to be a concern for the industry and in particular LeapFrog. The main threat is the entrance of competition from some big names, Samsung and Amazon, who will be offering electronic tablets for children. LeapFrog’s Strategy The company’s strategy is to build high quality educational devices for children while offering a wide selection of digital...
Infusystems ($INFU) and the Round 1 Recompete Analysis
I’ve noticed a few more SeekingAlpha articles (here and here) discussing the investment in $INFU, including discussions about the result of the CMS Round 1 Recompete. If you would like to read more about the Recompete process, you can visit the CMS website. In a nutshell, the Durable Medical Equipment suppliers for patients using Medicare and Medicaid were included in the new Recompete (competitive bidding) process. The goal of the bidding process is to finalize a price for services and equipment that for reimbursement by the government. Each item category includes items listed in a Healthcare Common Procedure Coding System (HCPCS). So, the...