My Office/Development Setup

At some point I’ll add some more info about my setup, until then bullet points will have to do.   Computers: (1) AMD/ASUS/64GB (primary software development) – powers monitors 1,2,3,4,5 above use primarily for business, specifically developing software for investment management/financial services companies Note: I can’t figure out how to turn off the LED… (1)…

Notes – Materials > Petrochemical Industry

When I was a full-time Research Analyst, I spent a fair amount of time dissecting and understanding the Material Sectors, specifically Petro-Chemical Industry.  As you can see from the images below, these materials are used throughout the economy including Textiles, Safe Food Supply, Transportation, Housing, Recreation, Communications and Health and Hygiene.            ·         http://cen.acs.org/global-top-50.html

“Think Like A CEO”

“Helps get to the points of what you would care about if you ran the company. ” – Bob “Two ways to fix a company, fix margins or fix turns” – Bob “What are are you investing in? What are the returns on those investments” – Bob “Figure out what’s going on today, so can…

Value Creation

Source: Evernote 20120801_20131231 http://people.stern.nyu.edu/adamodar/ The Paths to Value Creation:  Using DCF  framework, there are four basic ways in which value of firm can be enhanced cash flow from existing assets to the firm can be increased increasing after tax earnings from assets in place or reducing reinvestment needs net capital expenditures or working capital the…