Winning at a Loser's Game? Control, Synergy and the ABInBev/SABMiller Merger!

I have been a long time investor in ABInBev, though I became one indirectly and accidentally, through a stake I took a long time ago in Brah...

The Ride Sharing Business: Playing Pundit

This is the third and final post in a series of three on the ride sharing business. In the first, I valued Uber and looked at the evolution...

Dream Big or Stay Focused? Lyft's Counter to Uber!

This is the second in a series of three posts on the ride sharing business. In my first, published in both TechCrunch and my blog , I value...

The Ferrari IPO: A Price Premium for the Prancing Horse?

I live in a prosperous suburb, sustained largely by financial service businesses, but as far I know, there is only one Ferrari in my town. M...