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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.
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 the company used to build a media empire. Useful information to think about when researching investment opportunities.
Thinking about customers’ perception of companies and products is important when analyzing potential investments. Building a strong brand that establishes a customer’s perception is very important in business and creates a strong competitive advantage.
Street Capital aggregated all the investor letters written by Howard Marks from 1990 through 2009. Lots of good information contained in these Oaktree Capital letters.
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- LeapFrog ($LF) Stock Analysis
- The Outsiders Book Review