Monthly Archives: January 2016

Vale: matter of time

Why am I fighting to live, if I’m just living to fight? Why am I trying to see, when there ain’t nothing in sight? Why am I dying to live, if I’m just living to die? [Tupac Shakur — Runnin’] Earlier today, Vale–which was discussed on this blog and on Eden Alpha‘s letters many times–made… Read More »

2015 Summary: a volatile situation

Eden Alpha’s 2015 year end letter is out and you can download it here. Our top line was a decent 27.7% increase but that didn’t come easy, not at all. Before we had any time to look back and reflect we got to witness another drama in the markets and  at the center of the stage is,… Read More »

Book review: Work in Progress / Michael Eisner

To give you motivation to read this post I think I’ll start with a fact: the book was written in 1998, from the time Eisner took over till the time the book was written the share price of Disney increased thirty-fold. That is a CAGR of 27.5% over a 14-year period, not too bad, isn’t… Read More »