Monthly Archives: March 2012

Investment Ideas – published in the Stanford GSB Reporter

-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

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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