Zero Gravitas
Contributor since: 2015
Latest Articles
Lodging REIT Peer Comparison: Summit Vs. Chatham
Oracle's Cash Cow: Annual Health Check
Chatham: Public Vs. Private Market Valuation
Lexington - Trading At NAV
Simcorp: Things Are Looking Up
Franklin Resources: Investment Thesis Review, A Year Later
Tesla: Do You Feel Lucky, Punk?
Don't Speculate With salesforce.com Stock
Myths Around Bank Reserves
Bonal Technologies - An Opportunity For The Patient Small Investor
Amazon: Will The Real AWS Margins Please Stand Up
Have The Odds Improved For Tableau?
Franklin Resources Inc.: A Simple Valuation Model
Amazon's AWS: The Myth Of Scale And First-Mover Advantage
On The Myth That Lending Club Will Disrupt Bank Middlemen
GE Could Buy IBM And The Onion Could Buy Seeking Alpha
Omnicom: A Reasonably Priced Player In An Oligopolistic Industry
A Few Good Banks
Assessing The Health Of Oracle's Traditional Software Cash Cow
On Options Based Compensation At Big Banks
A Slightly Closer Look At IBM's Debt
A Follow-Up To Berkshire For Retirement Income
On IBM's Pension Liabilities
On IBM's 21st Century Transition Failing
IBM And Oracle: A Comparison Of Economic Earnings
IBM And Oracle: Comparing Revenues And Earnings Over The Past 5 Years
Berkshire For Retirement Income
Franklin Resources And 1-Foot Hurdles
SimCorp: An Attractive Software Company
Ametek: Appropriating An Idea From Lou Simpson's Playbook
IBM's Expanding Margins: Overly Aggressive Cost Cutting Or Change In Business Mix?
The $936 Million Quirk In Bank Of America's Earnings