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Trying To Figure It All Out
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Category: valuation

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...

First Essay – Sunk Costs
business strategy/competition/economics/valuation

First Essay – Sunk Costs

Posted on August 11, 2020 by antonzitz

I just wrote my first essay explaining what sunk costs are and why they are important. You can check it out here, or on the Essays page. Let me know what you th...

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.

You can find me on Twitter, and I’d love to hear from you.

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