September 7th, 2010 by jwolinsky
Michael Burry, the former hedge-fund manager who predicted the housing market’s plunge, said he is investing in farmable land, small technology companies and gold as he hunts original ideas and braces for a weaker dollar. “I believe that agriculture land — productive agricultural land with water on site — will be very valuable in the [...]
July 14th, 2010 by jwolinsky
By Adib Motiwala of http://adibmotiwala.blogspot.com/ I am currently doing a review of all the holdings in my stock portfolio. I thought it would be a good exercise to write down my thoughts in an article here. There are quite a few advantages to this. (1) It will help clarify my thoughts as I write this down [...]
June 21st, 2010 by jwolinsky
There is an ongoing debate whether British Petroleum (NYSE:BP) is a value stock or a value trap. I laid out the case in a previous article that BP presented an exciting opportunity. The article stated that there is a 200% upside and a 100% downside. Assuming there is 50/50 chance of BP declaring bankruptcy (I [...]
June 17th, 2010 by jwolinsky
In the past month the share price of British Petroleum’s stock (Ticker:BP) has taken a massive beating. The stock is down 35% in the past month. In the past five days alone the stock is down 20%. The question is, is the stock overvalued or undervalued? There are good arguments on both sides, but I think [...]
May 26th, 2010 by jwolinsky
This is the best charts on the current oil spill, and one of the best charts I have ever seen in my life. It is a super detailed chart detailing the entire oil spill its effects on wildlife, the economy, the water etc. If you have been following the news of the spill you still [...]