Friday, May 22, 2015

Faraday, Maxwell and the Electromagnetic Field

After Newton, everyone was pretty sure that the properties of the physical world had been figured out. Things travel in a straight line unless acted upon and all that. But then some experimenters, led by the brilliant Faraday, demonstrated that some activities appeared to operate as fields. A generation later, the brilliant Maxwell was able to formalize/quantify how these fields worked. As a result, today we have a world totally reliant on their discoveries as we are utterly dependent on electricity. Nancy Forbes tells this tale in her book, Faraday, Maxwell and the Electromagnetic Field.

Friday, May 15, 2015


Why don't ships/buildings/bridges fall down? Structures by J.E. Gordon is aimed at answering such questions for the layman.

Wednesday, May 6, 2015


Cellcom Israel (CEL) has traded on the NYSE for more than 8 years, but it's price has never been so low. It is the cell network market share leader in Israel, but a price war is bringing down the industry's profits.

Tuesday, May 5, 2015

Out of STT Enviro

I purchased my position in STT Enviro 3 months ago, but today I no longer own any shares. I have no quibble with the company, it's just that the price ran up such that I no longer believe it to be a good risk-reward at the current price.

Monday, May 4, 2015

Marissa Mayer and the Fight To Save Yahoo

Yahoo! (YHOO) has one of the lowest P/E ratios on the S&P 500, so it is with great anticipation that I read Nicholas Carlson's timely book Marissa Mayer and the Fight to Save Yahoo. I was not disappointed.

Tuesday, April 28, 2015


Blockbuster totally ignored Netflix as it penetrated the DVD rental market by offering DVD-by-mail made possible by the internet. But eventually, Blockbuster had to do something, so it allocated part of its budget to a new office staffed by young, ambitious types who understood the Netflix threat and wanted to take it on. The new guys at Blockbuster came out with a product that had a user interface pretty much identical to that of Netflix. They eventually found a formula that combined rentals by mail along with in-store coupons that Netflix could not match. Netflix's subscriber numbers began to drop as users shifted to Blockbuster.

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