This article about Hulu in the NY Times contained the following interesting excerpt: Mr. Kilar [Jason Kilar, Hulu’s CEO] points to his company’s new profitability as evidence of the success of Hulu’s business model — collecting various types of video in one place and making it free, supported by ads. Revenue topped $100 million in […]

One of my ongoing interests is how great value investors can be found allocating capital within companies, not just in companies’ securities.  In other words, you don’t have to be a money manager per se to be a value investor and many of the best value investors work in “real” companies.  If you are in […]

I struggle a little to conceptualize in my own head the idea of one company issuing undervalued stock in order to acquire another company.  I understood that a company dilutes its existing shareholders when it issues undervalued stock, but I couldn’t exactly quantify it.  In this CNBC interview transcript (starting at page 17) Warren Buffett […]