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.
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.
The news is coming fast and furious it seems…
The news is coming fast and furious it seems…
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…
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…
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
Subs: Another Busy Earning Week
Four holdings are reporting this week. Here is what we are looking for…
We have been commenting for a while on the improvement at Sears.com. It seems other folks are figuring it out also…
Subs: A Chapter 11 Court Update
Some interesting developments…..
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).