Profile: Black Diamond Inc.

Black Diamond Inc (BDE) is a reverse merger stock as two operating companies, Black Diamond Equipment and Gregory Backpacks, were aquired by a registered shell company Clarus Corp, that had previously sold its software operations. In a letter to shareholders from May 2010, chairman Warren B. Kanders states: After a long and thorough process of … Continue reading Profile: Black Diamond Inc.

Profile: Adidas Group AG.

Website: Factsheet: (link) Industry Profile: (link) articles on Adidas Back-of-the-Envelope Valuation Currently, the shares of Adidas AG. seem to be fairly valued. Using the takeover bid price of Timberland as the most recent real market multiple for a company in the sport apparel & footwear industry, we come at a fair value of … Continue reading Profile: Adidas Group AG.

The Greek Organization of Football Prognostics (OPAP)

I while ago I posted a excerpt from Buffett in which he explains his idea of the prototype of a dream business (See´s Candy).  You can read it here.  The dream business has the following distinguising characteristics: See’s Candy has not a growth company as CAGR has only been about 2% but it has strong … Continue reading The Greek Organization of Football Prognostics (OPAP)