Categories
Articles

Einhorn’s Q3 Letter

Some great market commentary here. The third paragraph I think sums up the current market perfectly. Everyone’s opinion does make a certain amount of sense, depending on the day. Not sure if that is a god thing or not. My take would be that it is because as long as 1 opinion is not pervasive,  we are then more fundamentally driven, not emotionally.

Categories
Video

Bruce Wasserstein Talks M&A 2005 (video)

I love the way he backhands the professors 2 min. into the talk essentially saying they don’t know anything about the real world, classic. This is awesome stuff…

Categories
Video

Bruce Wasserstein Talks M&A 2005 (video)

I love the way he backhands the professors 2 min. into the talk essentially saying they don’t know anything about the real world, classic. This is awesome stuff…

Categories
Articles

Is the "Long Gold / Short Dollar" Trade Overdone?

Thinking the easy/big money in the long gold short dollar trade has been made. Here are some other opinons

Categories
Articles

Is the “Long Gold / Short Dollar” Trade Overdone?

Thinking the easy/big money in the long gold short dollar trade has been made. Here are some other opinons

Categories
Articles Video

Steve Wynn: "See Simple Things Over a Long Period of Time"

Never heard/read too much about Wynn before but after listening to this, I really like him. Great line, “Everything you need to know about business can be learned from the Three Little Pigs”. Please watch this.

Categories
Articles Video

Steve Wynn: “See Simple Things Over a Long Period of Time”

Never heard/read too much about Wynn before but after listening to this, I really like him. Great line, “Everything you need to know about business can be learned from the Three Little Pigs”. Please watch this.

Categories
Articles Video

A Value Manager on the Market: "Little Room for Error"

This is a good interview from Aaron Task (@atask).

Categories
Articles Video

A Value Manager on the Market: “Little Room for Error”

This is a good interview from Aaron Task (@atask).