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Anton Zitz
Trying To Figure It All Out
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Category: investing

expectations infrastructure
economics/investing/valuation

Expectations Investing, Some Interesting Takeaways

Posted on November 12, 2020 by antonzitz

Similar to what I did for Trade Wars Are Class Wars, I wanted to share a few takeaways from a book I recently reread: Expectations Investing: Reading Stock Pric...

Business Ironies
business strategy/competition/investing

Business Ironies

Posted on July 22, 2020 by antonzitz

If you were to make a list of desirable traits for a business to have, I think the following would be at the top of the list: A large total addressable market (...

SPACs, Market Savior?
investing/markets

SPACs, Market Savior?

Posted on January 29, 2019 by antonzitz

We knew the COVID pandemic would have an impact on the markets, but one I did not anticipate was its effect on the SPAC (or “Special Purpose Acquisition C...

Hi, I’m Anton. I have worked in investment banking, middle market private equity, corporate development, and consulting.

This will be my personal blog where I plan to write about economics, business, strategy, thinking, and anything else that interests me.

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