Great article on the problems at Mc Donalds
Joel Greenblatt talks about his “new” strategy
Great analysis (part 1) of German Online tire company Delticom from Frenzel & Herzing
Damodaran looks at Brazilian Vale and Russian Lukoil.
Alphavulture has analyzed Clark Inc. which seems to be the Canadian version of Carl Icahn
Interesting analysis on the US shale oil industry and the 75 USD oil price (spoiler: Capex will go down A LOT)
The performance of companies, whose CEOs play a lot of golf, does not look so good. What about money managers ?
Don’t miss: Blogging luminaries on Charlie Rose (Josh Brown, Joe Weisenthal, Felix Salmon, Megan Murphy)
Thank you, lot of interesting links!
Also very interesting are the loads of debt which most of the companies mentioned in the article on the US-shale-boom are moving around. What do you think about the current oil price level?
Oil is not my specialty, but I would stay away from anything related to shale oil for some time.
Well, i think that`s for sure. What I meant was if you think that oil prices at this level are sustainable for a longer period of time (say 5 years or more)? It doesn`t make a lot of sense to me at least…
i have no idea where the oil price will be in 5 years. That’s the “too hard” pile for me.