Notes From The Beauty Contest

Notes From The Beauty Contest

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Notes on GSK
Musings on the leadership change and future vs past
Oct 3, 2025 • Crashkolnikov
The NFTBC Digest [Free Post]
News, Links, Marginalia and other Curiosities
Sep 21, 2025 • Crashkolnikov
About A Certain Database Company [Free Post]
Reflections on my decision this week to sell a big chunk of Oracle stock.
Sep 12, 2025 • Crashkolnikov
BMW AG - a Deep Dive (Part I)
Bavarian exceptionalism / why BMW is not like other car companies
Jul 1, 2025 • Crashkolnikov
Rolls-Royce Motor Cars
In which I compare the financial prospects of BMW's luxury car business with Ferrari’s.
Mar 16, 2025 • Crashkolnikov
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