Begin with the end in mind
The way to accumulate wealth is to invest money in a business at the right time and right price. I present to you the investment case for going long Yellow Media. The general thesis is that historical revenue declines are far higher than future due to the sale of assets. Further, I expect revenue to stabilize by 2016 if not sooner as print declines are offset by online growth. I think that the market believes that print is going to zero in the next five years or that margins will erode. I think that the market is pricing in a worst-case scenario and leaving a lot of upside on the table. The first thing...
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