Index
A
AAPL. See Apple Computer
accountant expenses
Amazon
American Express
amortization
AMZN. See Amazon
analysts, following
Appaloosa Management
Apple Computer
asset-intensive companies
assets
hidden
under-valued
vested benefits and
at the money
ATP Oil and Gas
ATPG. See ATP Oil and Gas
AutoNation
AutoZone
average diluted shares outstanding
B
Balakrishnan, V.
bank credit line
Barron’s
benefits, pension assets and
Berkshire Hathaway
BNF. See Burlington Northern Santa Fe
book value
discounts from
stock price and
brand name
brand, reigniting
Brandes, Charles
Branson, Richard
broker commission
Bryne, Jack
Buffalo Wild Wings, Inc.
Buffett Partnership
Buffett, Warren
Burlington Northern Santa Fe
business owner, thinking like
BusinessWeek
business
dirty type
hard to replicate
nature of
turning around
understanding
buy and hold
buying, when to
BWLD. See Buffalo Wild Wings, Inc.
C
calls
capital expenditure
capital gains taxes
capital structure, improving
capital-intensive business
cash generators
cash preservation
catalysts
Chrysler
cigar-butt investing
Citigroup
CL. See Colgate-Palmolive
client concentration
Coca-Cola
Cognizant Technology Solutions
Colgate-Palmolive
commission, broker
commodity-type business
company fundamentals
company visits
company, cyclical
competitive, spending to remain
cost reduction
countries, diversification with
credit line
CTSH. See Cognizant Technology Solutions
Cumming, Ian
current ratio
cyclical companies
D
day trading, avoiding
debt
equity versus
long-term
management of
short-term
Dell
depreciation
dilution
Infosys
discount rate
Infosys
discounts, ...
