Monthly Archives: March 2012

Investment Ideas – published in the Stanford GSB Reporter

Posted on March 2, 2012 by alecmazo

-by Alec Mazo In the last edition of GSB Reporter I provided a quick value investment thesis for two companies: Cummins and Baidu. This time I want to build on those companies to demonstrate two more ideas that could begin … Continue reading →

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Portfolio Construction – published in the Stanford GSB Reporter

Posted on March 2, 2012 by alecmazo

Portfolio Construction by Alec Mazo After spending some time brainstorming various topics of interest relating the Sloan class to the GSB, I knew that I could highlight any one of my classmates and tell their unique stories in this column. … Continue reading →

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