Vodafone dividend from Verizon, Microsoft buying Activision, and what I am doing now

Vodafone and the possible dividend from Verizon

This is a fantastic article about the potential special dividend Vodafone might be getting from Verizon.  The article talks about the relationship between the two companies, how big the dividend could be, whether it could become a regular thing, and whether there could be a possible Vodafone/Verizon merger or if Verizon could buy out Vodafone’s 45% stake in them.

What if Microsoft Bought Activision Blizzard?

This article talks about some scenarios that could possibly happen in the video game industry if Microsoft were to buy Activision Blizzard.

What I am doing now

I am currently reading Valuation: Measuring and Managing the Value of Companies, one of the free books that Csinvesting put on his site, so it will be a few more days until I will be putting up some more valuations.

I have also been learning and applying some of the different valuation techniques from the Manual of Ideas to some of the stocks I have already written about, and will post some of them after I finish reading Valuation.

I can’t wait to start diving into some more annual reports and finding another company to evaluate, as this book is so far kind of a let down. Valuation is a good book so far, about a quarter of the way through it, but a lot of the stuff I have already learned from Damodaran’s free valuation course, Bruce Greenwald’s books, and from various other books I have read.  So far up to where I have read in the book, it is almost exclusively talking about how to do DCF valuations, which I don’t do, with a little bit of strategy mixed in, and how companies with high ROIC are better investments than lower ROIC companies.

Until next time.