“Davidson” is on a roll. For those newcomers not aware who Davidson is, it is a pseudonym. He wishes to remain anonymous. Suffice it to say he is a very, very smart individual who in early March 2009 during one of our conversations, whit the DJIA at 6700 said, “it is time to go all in” and laughed at the market collapse. Call of the decade in my book. For that reason, his commentary is worth considering seriously
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Subs $$: Stifel's "About Face"
What a difference a day makes….
Categories
Subs $$: Stifel’s “About Face”
What a difference a day makes….
Categories
Subs $$: Miscellaneous
Odds and ends…
Hot off the press…
Hot off the press…
Categories
Subs $$: Miscellaneous
Odds and ends….
This is great….just got off the plane and doing this from Logan Airport before market close…
This is great….just got off the plane and doing this from Logan Airport before market close…
Categories
Subs $$: A Delay
The delay does not change our ultimate outlook for shares
On Ben Graham
Download the .pdf here
Download the .pdf here
Categories
Subs $$: Miscellaneous
Odd and ends…
This has been good to us twice before…