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Monthly Archives: July 2014


BlackBerry Ltd (BBRY): Competitive Threat Questions Still Persist

BlackBerry Ltd (NASDAQ:BBRY) (TSE:BB) seems to be bombarded with questions of rising competitive threats, especially after Apple Inc. (NASDAQ:AAPL)'s deal with International Business Machines...
reminiscences of a stock operator pdf

Forever Blowing Bubbles: A Look At History

Bubbles here, bubbles there, bubbles are being spotted everywhere. James Mackintosh, investment editor, analyses bubbles through history, considers how to find them and examines...

Hurt By MU, MRVL Greenlight Returns Negative 2.6% In July

We usually do a monthly analysis of David Einhorn's returns (see June here), but since there is little news, Greenlight RE will be holding...
SeaWorld Entertainment Logo

Corsair Capital’s Thesis on SeaWorld: Q2 Letter

Corsair Capital hedge fund firm recently sent out their second quarter letter and in it they include a pitch on SeaWorld Entertainment Inc (NYSE:SEAS) (H/T Market...
reminiscences of a stock operator pdf

The 80/20 Rule of Investing, With Frederic Motte

The 80/20 Rule of Investing, with Frederic Motte of Focus Asset Managers

Amazon Turns Twenty [INFOGRAPHIC]

The world’s largest e-commerce site, Amazon.com, Inc. (NASDAQ:AMZN), turned twenty this month. What started off as simply an online bookstore has gone on to...

Jensen Investment Q2 2014 Conference Call

Jensen Investment conference call audio for the second quarter 2014.   H/T dataroma.com

Dave Rolfe: How to Avoid Mistakes in Focused Investing

Dave Rolfe of Wedgewood Partners on How to Avoid Mistakes in Focused Investing
REIT Taxes Avoid Taxes

Do High Taxes Lead to Revolution? Lessons From Sun-Tzu

When High Taxes Lead to Revolution by Peter St. Onge, Ludwig von Mises Institute History is full of tax revolts. It’s a fairly popular pastime,...
3D Systems

Digging Into 3D Systems Corporation (DDD) 2Q Earnings Miss

3D Systems Corporation (NYSE:DDD) reported disappointing second quarter earnings results on Thursday, July 31st. The firm posted $0.16 EPS for the quarter, undershooting the...
Cliffs Focus

Casablanca: The Case For Change At Cliffs Natural Resources

SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. __) Filed by the Registrant Filed by a Party other...

Winton Capital’s Harding Rare Interview With CNBC [VIDEO]

David Harding, founder and president of Winton Capital Management, discusses his fund's trading strategy and how it "elbowed" its way into the financial world. Winton...
reminiscences of a stock operator pdf

Rain Of Asteroids Made The Oceans Boil And Melted Early Earth

The dark chapter of the Earth's history (the first 500 million years) called the Hadean saw the planet being bombarded by asteroids on a...

LinkedIn Corp (LNKD) Stock Soars After Earnings Beat

On a day that saw the Dow Jones Industrial Average (INDEXDJX:.DJI) shed almost all of its 2014 gains and over 300 points, there was still...

CIA Hacked Senate Computer Investigating CIA Spying

Following an internal investigation of the CIA by the agency's inspector general, it turns out that the agency was indeed spying on the group...