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Bruce Berkowitz's Investment Thesis on Sears: Case Study ~ market ...
Sep 11, 2012 . Top Brands: revenue beyond Sears and Kmart . Embedded below is Bruce Berkowitz's investment thesis on Sears via his case study: .
http://www.marketfolly.com/2012/09/bruce-berkowitzs-investment-thesis-on.html

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  • Sterling Partners Investment Thesis Challenge (SPITC)
    Sterling Partners Investment Thesis Challenge (SPITC). November 2011 . Top quartile performance in small and mid-market control funds. What We Do .
    http://polskycenter.com/spitc/SPITC%202011-12%20Kickoff%20Presentation%20-%20Workshop%20(for%20Website).pdf

  • dshen.com | David Shen's Blogs | Investment Thesis Analysis: Invest ...
    Apr 29, 2012 . And by the way, luck can confound the best of strategies. As you think through some investment thesis you're thinking about investing against, .
    http://www.dshen.com/blogs/business/archives/investment_thesis_analysis_invest_in_awesome_technical_teams.shtml


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  • How to Build a Compelling Investment Thesis for Your Investor ...
    Jul 14, 2010 . How to Build a Compelling Investment Thesis for Your Investor . to include an investment thesis point that clearly articulates the top-line growth .
    http://blog.investorrelations.com/2010/07/14/how-to-build-a-compelling-investment-thesis-for-your-investor-presentation/



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  • 2 Things To Do And Not To Do When Your Investment Thesis ...
    Aug 21, 2012 . Therefore, development of a new investment thesis is best undertaken while capital in its safest and most liquid forms. Note this aspect in which .
    http://seekingalpha.com/article/819551-2-things-to-do-and-not-to-do-when-your-investment-thesis-proves-wrong



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  • What Makes a Good Stock Investment Thesis - Video Dailymotion
    Feb 28, 2011 . In Chapter 3 of 15, hedge fund analyst and MD/MBA Shaheen Wirk explains what makes a good investment thesis. He notes there is a different .
    http://www.dailymotion.com/video/xha0u3_what-makes-a-good-stock-investment-thesis_lifestyle

  • Green Alpha Advisors - Investment Thesis
    Investment Thesis. We use the term "Next Economy" frequently at Green Alpha Advisors, so perhaps the best way to introduce our investment thesis is to define .
    http://greenalphaadvisors.com/Investment_Thesis.html

  • What Makes a Good Stock Investment Thesis - Shaheen Wirk ...
    Jan 27, 2011 . In Chapter 3 of 15 in his 2010 Capture Your Flag interview with host Erik Michielsen, hedge fund analyst and MD/MBA Shaheen Wirk details .
    http://www.youtube.com/watch?v=LBjoV51OxAA


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  • An Investment Thesis | Taylor Davidson
    Nov 30, 2009 . Thinking through a venture capital investment thesis. . and web services determines their eventual impact; just like “the best camera is the one .
    http://taylordavidson.com/writing/2009/11/30/investment-thesis/



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  • Invest With A Thesis
    Aug 27, 2007 . It's one of the hazards of the job - as soon as someone learns you're an investment advisor the first question is usually, "should I sell my stock in .
    http://www.investopedia.com/articles/pf/07/investing_thesis.asp


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  • Vietnam' s Fractured Investment Thesis - Minyanville
    Aug 29, 2012 . trading and investing . Vietnam's Fractured Investment Thesis . started 2012 with a bang, ranking as one of the top-performing ETFs of any .
    http://www.minyanville.com/sectors/emerging-markets/articles/investing-in-vietnam-vietnam-ETF-ETFs/8/29/2012/id/43611

  • Mastering the Merger - Invest with a thesis
    Successful acquirers begin with an investment thesis, a statement of how a . The best acquirers know their core strengths and target deals that enhance them.
    http://www.masteringthemerger.com/masteringthemerger/invest_with_thesis.asp?groupCode=2



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  • MoneyBall for Startups: Invest BEFORE Product/Market Fit, Double ...
    Jul 30, 2010 . Abstract: VC funds are getting smaller (good), & angel investors are . Their investment thesis is suspect, their domain-specific skills are limited .
    http://500hats.typepad.com/500blogs/2010/07/moneyball-for-startups.html

  • Investing Thesis
    Jun 14, 2010 . The most immediate use of an investing thesis is to realize whether or not you have good reasons for purchasing stock of a company.
    http://dividendmonk.com/investing-thesis/


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  • GIV Venture Partners :: Investment Thesis
    investment thesis. At GIV we provide much more than capital. We add value to the companies in which we invest by actively partnering with each entrepreneur .
    http://www.givventurepartners.com/investment_thesis/


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  • Monster Beverage Corporation: Yale Investment Thesis
    May 9, 2012 . Monster Beverage Corporation: Yale Investment Thesis, Stocks: MNST, . These trends hold with three of the four top performing brands.
    http://www.gurufocus.com/news/175109/monster-beverage-corporation-yale-investment-thesis

  • Our Focus
    We evolve our investment thesis in an ongoing and open dialogue with the market . It sounds all well and good, but it's going to create problems down the road.
    http://www.usv.com/focus/

  • JANA's Investment Thesis on Barnes & Noble (BKS) ~ market folly
    May 3, 2012 . The hedge fund's investment thesis on Barnes & Noble was posted on . Malone has one of the best track records in the media business and .
    http://www.marketfolly.com/2012/05/janas-investment-thesis-on-barnes-noble.html

  • Bullish Cross | The Power of Compounded Returns in Holistic ...
    Bullish Cross also outlines investment strategies that we feel best capitalize on our . a broad overview of the Bullish Cross Apple 10-Bagger investment thesis.
    http://bullishcross.com/

  • Sometimes a Premise is a 'Good Enough' Investment Thesis: Lions ...
    May 23, 2012 . Conceptual investing - owning stocks not because of results but because of the underlying idea - is a road that usually ends in disappointment.
    http://www.smallcapnetwork.com/Sometimes-a-Premise-is-a-Good-Enough-Investment-Thesis-Lions-Gate-Entertainment-LGF-Under-the-Microscope/s/via/1789/article/view/p/mid/1/id/160/


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