By John Huber, I’ve talked a lot about the importance of the concept of return on invested capital (ROIC), and […]
Stephen Mandel’s Investment Check-List
Lone Pine’s Stephen Mandel is widely regarded as one of the best bottoms-up fundamental portfolio managers out there. He also […]
Taxi Licenses Outperform Stocks, Oil and Gold
By Charles Mead, Bloomberg, The surging price of New York’s taxi medallions and their promise of steady cash flows have […]