Even better than I thought
Here is the presentation for tonights ValuePlays TV show
Here is the presentation for tonights ValuePlays TV show
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Subs: Etrade Reports
Gotta say, everything moving along very nicely
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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.
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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.
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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.
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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…
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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…
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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
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Subs: Another Busy Earning Week
Four holdings are reporting this week. Here is what we are looking for…