sajid.karsan's story links

The Everything Store

(via www.barelkarsan.com)

In The Everything Store, Brad Stone digs deep into the story of Jeff Bezos and his company, Amazon.

Amazon is one of the more intriguing companies on the planet, at least for me. It is run by...

The Rise and Fall of Modern Medicine

(via www.barelkarsan.com)

As an investor I generally stay away from companies in the medical field. Not only are they often not in my circle of competence, but they are also usually subject to the whims of governments (patent...

Advertisement:

Karsan Value Funds: 2013 Q4 Results

(via www.barelkarsan.com)

Karsan Value Funds (KVF) is a value-oriented fund, as described here. Due to securities regulations, the fund is not open to the public at this time. Should that change in the future, there will be...

Advertisement:

Ogilvy On Advertising

(via www.barelkarsan.com)

Time Magazine once called David Ogilvy "the most sought-after wizard in today's advertising industry". Ogilvy shares his wisdom in his book, Ogilvy On Advertising.

The book was published in the...

Advertisement:

Smart Retail

(via www.barelkarsan.com)

Retail is a tough industry. There are low switching costs for customers (though firms try to mitigate this with things like loyalty programs), low barriers to entry, and fixed costs make up a large...

Advertisement:

Advertisement:

Tellza: Undiscovered Growth At A Very Cheap Price

(via www.barelkarsan.com)

Tellza (TEL) is an under-followed Canadian microcap. The company has seen year-over-year revenue growth of almost 60% through the first 9 months of 2013, with likely more to come thanks to what...

Advertisement:

Advertisement:

Top 10 Investment Books

(via www.barelkarsan.com)

I've been asked a few times to list my favourite investment books of all-time, so I figured I'll take a stab at it. I cameup with this list rather arbitrarily, because I don't know how else to do it...

Advertisement:

The Map and the Territory

(via www.barelkarsan.com)

Alan Greenspan was Chairman of the Federal Reserve for 19 years. In his 2013 book, The Map and the Territory, he takes a look at the lessons he has learned from the financial crisis that he failed to...

Advertisement:

The Help

(via www.barelkarsan.com)

I don't read a lot of fiction, but that may soon change. Though I do prefer my continuing education to be fact-based, there's no denying that fiction has a unique ability to illustrate and...

Value Fail: Aeropostale

(via www.barelkarsan.com)

A few years ago, I brought up Aeropostale as a potential value investment. There was a time this company could do no wrong. Times have changed.

I'm pretty embarrassed about this one. This is an...

Value Investors by Chan

(via www.barelkarsan.com)

We hear a lot about the most famous value investors. But there is a group of very successful value managers who fly under the radar, many of whom are profiled in Ronald Chan's Value Investors.

...

Advertisement:

Advertisement:

Capital Cities

(via www.barelkarsan.com)

Tom Murphy started out managing a tv station after graduating from Harvard Business School. Over the ensuing decades, he would come to run/own the media company Capital Cities, which bought ABC and...

Advertisement:

Advertisement:

Advertisement:

Naked Statistics

(via www.barelkarsan.com)

If all statistics text books were as entertaining as Charles Wheelan's Naked Statistics, I don't think statistics would be considered a boring subject.

Wheelan takes the reader through a number of...

Advertisement:

More Than You Know

(via www.barelkarsan.com)

I very much enjoyed Michael Mauboussin's book The Success Equation a few months ago, so when a reader recommended another of his books, More Than You Know, I was happy to give it a try.

The book is...

IBI Group Plummets Some More

(via www.barelkarsan.com)

A few weeks ago, I discussed IBI Group's debt as a potentially attractive risk/reward. Unfortunately, the company has since issued a very ugly quarterly report that has resulted in IBI's debentures...