Here is the presentation for tonights ValuePlays TV show
Category: Articles
Here is the presentation for tonights ValuePlays TV show
Categories
Bartlett’s Impudent “Stimulus” Idea
Had to read this one a few time to be sure I was not missing anything…..sadly, I wasn’t. I don’t usually call names in a post, but was at a loss to call it anything other than what it was.
Categories
Bartlett's Impudent "Stimulus" Idea
Had to read this one a few time to be sure I was not missing anything…..sadly, I wasn’t. I don’t usually call names in a post, but was at a loss to call it anything other than what it was.
Categories
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
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.
Thinking the easy/big money in the long gold short dollar trade has been made. Here are some other opinons
Thinking the easy/big money in the long gold short dollar trade has been made. Here are some other opinons
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.
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.
This is a good interview from Aaron Task (@atask).
This is a good interview from Aaron Task (@atask).
From the man who at the end of March emailed me and said “I am all in” ……..what a call.
From the man who at the end of March emailed me and said “I am all in” ……..what a call.
We have referenced this chart in the past and it bear looking at again. It is from Dow Chemical’s (DOW) earnings presentation today