The single best metric: EV/EBITDA [Crossing Wall Street]
Why margin debt matters [Seeking Alpha]
What I learned at the mall about investing [Institutional Investor]
Half of Americans can't raise $2k in 30 days [Time]
Get ready for a long proxy fight over Time Warner Cable [Dealbook]
John Maynard Keynes' own portfolio not too dismal [NYTimes]
Don't believe the tech bubble hype [Andreessen Horowitz]
US switching from credit card signatures to PINs, but banks need to get on board [Verge]
Investor group targets Ocwen's mortgage servicing practices [FT]
Microsoft's mobile muddle [Stratechery]
Two notable mutual fund trends [AAII]
Why ADT is appalling [Herb Greenberg]
How Mulberry got squashed in fashion's squeezed middle [The Guardian]
Coca Cola: glass less than half full [FT]
On an upturn in capital spending [FT]
Wednesday, February 12, 2014
What We're Reading ~ Analytical Links 2/12/14
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