Regular readers will be aware that shares in Domino’s Pizza Inc (NYSE:DPZ) is one of my key equity holdings, and I have previously written bullish posts on the company here and here. Since I invested in late December 2010, the DPZ share price has increased from $16 to $23.53, a return of 47% in a […]
May 12, 2011
Although such a transaction is unlikely to happen given the size of Apple’s market capitalisation ($319bn) and the huge equity requirement that such a deal entails, I still think it is a worthwhile exercise to consider Apple’s capital structure from the perspective of a private equity investor, who would be unlikely to stick with the […]
March 21, 2011
Following yesterday’s announcement that AT&T (the second-largest mobile operator in the US) is to purchase T-Mobile USA (the 4th largest) for $39bn, speculation has already begun that Verizon Wireless (the 1st largest) will seek to purchase Sprint-Nextel (the 3rd largest) in order to maintain in market leading position. John Dobosz writing on Forbes.com spelt it […]
March 9, 2011
Following the recent FY10 results released by Domino’s Pizza Inc, I’ve now revised my financial model for the new information and have also firmed-up a number of the assumptions since my previous post entitled “How Domino’s Pizza Inc Will Deliver Big Profits to Investors“. I have also made my financial model available to download here, […]
November 30, 2010
The bulk of the financial troubles in the Eurozone – at least those which have become apparent thus far – have occurred in the so-called “peripheral” states, ie. small countries that are in huge financial difficulties when viewed individually (ie. Greece, Ireland, Portugal), but are small enough to be rescued by their larger brethren in […]
May 15, 2011
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