Capital Strategy Newsletters
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Newsletter 98/#1
Strategy, Capital Investment Choices, Avoiding the Wrong Investment Strategy (Part 1), the 80/20 Rule, Inflation or Deflation?
Newsletter 98/#2
Value Adding, How to Value Long-life Assets subject to Technological Change, the Coal Question, Risk and Return - not necessarily antitheses
Newsletter 99/#1
Capital - not a buzzword, Real Options, DCF's and NPV's, Irving Fisher, Y2K and the GDP of China
Newsletter 99/#2
Knowledge + Competitive Advantage, Unknowledge, Marginal Costs and Knowledge, Catgut or Strategic Mis-Information, Rational Expectations, Procrastination
Newsletter 02/#1
Business Trends, Uncertainty + Business Decision-making, Interest Rates, Exponential Discounting or Hyperbolic Discounting?, George Ainslie, General Equilibrium, Leon Walras