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jerryking : themes   5

Invest With A Thesis
??? | Investopedia | by Ryan Barnes.

Example - Investing Thesis for XYZ Industries

May 31, 2007 - XYZ Industries is currently No.2 in market share in its
core business of selling designer widgets. Market share is currently at
27%, and it has improved that from 23% a year ago. An industry trade
group predicts that the total market for widgets will grow by 10% during
2007 and 2008.

Goals:

1. 35% market share within two years
2. Total widget growth to remain at at least 8%
3. Maintain current P/E of 21 by growing earnings by at least 20%
annually
4. Maintain or grow operating margins from the current 22% level
5. Keep a healthy balance sheet; keep debt/equity below 40%

Exit Strategy - Sell position if XYZ loses market share during a full
12-month period, or if industry growth turns negative for more than two
quarters.
thesis  themes  investing  investment_thesis 
december 2010 by jerryking
Writing a Credible Investment Thesis
11/15/2004 | HBS Working Knowledge | by David Harding and
Sam Rovit
Many companies are "terrifyingly unclear" to themselves and investors about why they are making an acquisition, according to the authors of a new book, Mastering the Merger. Support comes when you spell it out.

Tough truths, on the other hand, are things like when and where you invest and under what circumstances.
HBS  HBR  mergers_&_acquisitions  M&A  private_equity  investment_research  writing  themes  thesis  value_creation  value_propositions  investment_thesis  Bain  tough-mindedness 
december 2010 by jerryking
Earning Commissions on 'The Great Commission' - WSJ.com
NOV. 12, 2009 | Wall Street Journal | by ROB MOLL. Missionary
activity is in decline because of the recession....so a growing number
of missionaries—many of them working outside traditional missionary
organizations—are taking their business skills and starting for-profit
companies in the mission fields. "The Business as Mission movement began
in the 1990s"..."much of the movement is still informal, led by
individual entrepreneurs. Because many business owners work outside of
traditional mission agencies, it can be hard to quantify their numbers."
So what does success mean for a business mission? "I measure success a
couple of ways," says Mr. Martin. "One is how much profit I have to give
toward ministry. How many pastors buy our flash drive [with digital
libraries] and how many people use our Web resources." While advanced
economies question capitalism, Christians who work in LDCs see how
essential business is to provide jobs, healthcare, build communities and
even minister to souls.
christianity  entrepreneurship  themes  inspiration  start_ups  churches  nonprofit  mission-driven 
february 2010 by jerryking
Corporate universities: a viewpoint on the challenges and best practices
1998 | Career Development International. Vol. 3, Iss. 5; pg.
199 | by Maria Arnone. With a trend of significant growth and continued
corporate enthusiasm, corporate universities have reached a high level
of acceptance and face a new set of challenges. Factors contributing to
growth are discussed. Themes guiding universities into the year 2000 are
identified. Challenges facing the leading-edge institutions and their
responses are examined. Best practices are reported.
corporate_universities  Freshbooks  best_practices  themes  challenges 
october 2009 by jerryking

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