Nadav Manham
Contributor since: 2008
Latest Articles
Moore Capital and Sticky Capital
Aggregator Economics
Thoughts on Howard Stern's SIRI Contract Renegotiation
High-Value Journalism, Media's Future
Google's Broadband: PR and Politics
Building an Effective Moat: Look Who Ran A Super Bowl Ad
Pepsi, Facebook and Super Bowl Advertising
Google Chief Economist on Newspapers' Future: Honesty, Obfuscation or Machiavellian?
Buffett on How to Evaluate an Acquisition
Thoughts on the Newspaper Industry and the NYT's Peter Brant Profile
Scientific Publishing: Not Seductive, Not Glamorous, But Very Profitable
How AOL's Moat Was Breached and Why Time Warner Should Have Seen It Coming
AOL / Time Warner Post Mortem: Overlooking the Future, And the Moat
Clay Shirky: Thoughts on the Difference Between Old and New Media
The Economics of New Media Investing: The Rise of Fox News
Value Investing Mindset: Diamond Dealer Edition
2010 Promises to Be as Challenging as 2009
BNI / Buffett Interview: Go West Young Man?
Appaloosa's David Tepper: Gutsy Bets, Successful Positioning
Terra Firma / Citigroup Lawsuit Over EMI: Lawsuit as Investment?
Southwestern Energy: Real-Life Value Investing Opportunity
Penetrating to the Core of Private Equity Returns
Thoughts on Margin of Safety and Value Investing
Brian Gaines and Elegance in Valuation
Real Estate and the Danger of the Personal Guarantee
Buffett's Latest NYT Op-Ed: The Greenback Effect
Sexy Swiss Real Estate - A Contradiction in Terms?
Mark Andreessen and Thoughts on the Venture Capital Industry
Vornado's Private Equity Fund: Non-Traditional, Smart Solution for Tough Times
Upcoming Beer Industry Experiment
2 Concerns with Michael Lewis's Review of Buffett Book 'The Snowball'
Debt: Not (Always) a Four Letter Word