Winning at a Loser's Game? Control, Synergy and the ABInBev/SABMiller Merger!

I have been a long time investor in ABInBev, though I became one indirectly and accidentally, through a stake I took a long time ago in Brahma, a Brazilian beverage company . That company became Ambev in 1999, which in turn was merged with Interbrew, the Belgian brewer, in 2004,...

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The Ride Sharing Business: Playing Pundit

This is the third and final post in a series of three on the ride sharing business. In the first, I valued Uber and looked at the evolution of its business over the last 18 months. In the second, I valued Lyft and looked at pricing across ride sharing companies. In this one, I look at the future of the ride sharing business from the perspective of...

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Manchester City - The Modern World

Normal 0 0 1 4002 22814 190 45 28017 11.1539 0 0 0 Most football clubs would be very satisfied if they ended up with a second place Premier League finish and qualifying for the knockout stages of the Champions League, but not Manchester...

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