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Monthly Archives: July 2011

Dan Loeb’s Q2 2011 Letter to Shareholders

The latest from Dan Loeb below:   California sunlight, sweet Calcutta rain Honolulu starbright the song remains the same. . . Sing out Hare Hare, dance the Hoochie...

Jim Chanos Lengthy Interview: Chinese Real Estate is a bubble, not short India

I just found this, I believe the interview is from today and it has not went viral on the internet yet. Enjoy! Legendary hedge fund...

Is Dover Corp. (DOV) a Cyclical, Growth or Dividend Growth Stock?

By:  Chuck Carnevale, F.A.S.T. Graphs, Inc. Dover Corp. (DOV) reported their earnings today.  The following excerpt from their press release summarizes their excellent quarter. It was recently...
reminiscences of a stock operator pdf

Keith McCullough Rips The Roof Off John Paulson For Staying Net Long and My...

The title is not mine, so do not accuse me of sensationalist headlines to garner traffic (although, I am far from perfect in this...

2 Million 99ers Scream Hard Recovery for The Jobless

By EconMatters Scanning the news headlines, the hits seem to just keep on coming on the jobs front. The nationwide unemployment rate increase to 9.2% from...
reminiscences of a stock operator pdf

7 Timeless Lessons From Peter Cundill’s Biography

http://gregspeicher.com/ I just finished reading Peter Cundills biography There's Always Something to Do: The Peter Cundill Investment Approach. It’s the story of a great investor who...

Howard Marks: Down to the Wire

Memo to: Oaktree Clients From: Howard Marks Re: Down to the Wire Here are the ingredients in the plot: A problem everyone’s aware of....

VoxEu Opening Pandora’s box: A new look at the industrial revolution

Reprinted with permission By Tony Wrigley: Former Professor of Economic History, Cambridge University and Master of Corpus Christi College Before the industrial revolution, economists considered output to be...

Resource Limitations 2: Separating the Dangerous from the Merely Serious by Jeremy Grantham

The latest from Jeremy Grantham below: “You and I, and our government must avoid the impulse to live only for today, plundering, for our own...

Six Attractively Valued Dividend Growth Stocks Reporting Earnings!

BY:  Chuck Carnevale, F.A.S.T. Graphs, Inc. Investors today have instant access to minute by minute changes in the stock prices of their portfolio holdings in real...

Bill Ackman’s Perseverance and Due Diligence

One of my favorite investors is Bill Ackman. Many pundits claims that the big investors have more resources, get access to better data and...

Universal Securities (UUU)

Whopper is a deep value investor who blogs at http://www.whopperinvestments.com/ Universal Securities (UUU) is an extremely interesting microcap stock. They design and distribute safety products like...

Thoughts on Brown & Brown: Stay Away!

By Vitaly Katsenelson CFA, author of The Little Book of Sideways Markets and Active Value Investing. Vitaliy’s website is Contrarian Edge I looked at Brown & Brown about a year...

Carl Icahn to Bloomberg TV: May split up Clorox

Billionaire investor Carl Icahn spoke to Bloomberg TV's Carol Massar and Matt Miller about his decision to raise his offer for Clorox, and the...
reminiscences of a stock operator pdf

Michael Burry on Bloomberg TV Last Night

Bloomberg Risk Takers" profiles Michael Burry, the former hedge-fund manager who predicted the housing market’s plunge. He forecast that the bubble would burst as...