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Monthly Archives: August 2017

Apple Event Three New iPhones iPad Pro 3

Bain Capital Teams With Apple For ‘Last-Ditch’ Toshiba Bid

An investor group led by Bain Capital has brought in Apple in an 11th-hour attempt to buy Toshiba's memory chip unit for about 2...
stock market

3 Reasons The Market Is Nowhere Near A Crisis

The stock market will move up or down (or possibly sideways), and some of us will be wrong. Now, let’s see what the bulls have...
Small-Cap Industrials

Role-Play Screening

I’m often asked how I screen for small cap stocks. Most of my formal screens are broad-based and only include a market cap and...
Howard Hughes

Howard Hughes’ Houston Assets “Fully Operational”

Yesterday I posted video showing the minor flooding in The Woodlands and Bridgeland. Release: HOUSTON–(BUSINESS WIRE)–Aug. 31, 2017– With over four million square feet of office,...
Essential CEO

Essential CEO Apologizes For ‘Humiliating’ Privacy Mistake

Essential CEO Andy Rubin found himself in an embarrassing situation when his company accidentally leaked the data of some of its customers to another...
President Donald Trump Economy

His Pardon Weapon Defanged, Trump Back To Plan A

President Can Stop Mueller Investigation in Many Ways - Noted Expert WASHINGTON, D.C.  (August 31, 2017) -  Now that President Trump's new weapon to frustrate...

Before And After The Storm

Mr. Advocate, the rotten tree-trunk, until the very moment when the storm-blast breaks it in two, has all the appearance of might it ever...
michael mauboussin, Credit Suisse, valuation and portfolio positioning, capital markets theory, competitive strategy analysis, decision making, skill versus luck, value investing, Legg Mason, The Success Equation, Think Twice: Harnessing the Power of Counterintuition, analysts, behavioral finance, More Than You Know: Finding Financial Wisdom in Unconventional Places, academics , valuewalk

Successful Investing Means Living With Discomfort – Montier, Mauboussin

There is no question that the life of a successful investor can be an uncomfortable and solitary one. Hence the reason why so many...
Greenhaven Road

Greenhaven Road Q2: Fund Of Funds Launch

Greenhaven Road Capital commentary for the second quarter ended June 30, 2017. Also read: Q2/H1 Hedge Fund Letters - Letters, Conferences, Calls, And More Hedge...

Old Meets New: Instagif Is The Camera That Prints Gifs

Gifs are pretty much the best way to communicate in 2017. They say a picture is worth a thousand words so a moving picture...
Hurricane Harvey harvey storm why us wasnt prepared

No, Hurricanes Are Not Good For The Economy

Once the immediate danger of a natural disaster subsides, and the loss of life, property damage, cost of rebuilding, and degree of insurance coverage...
Emergency Funds, Retirement

How To Never Run Out Of Money In Retirement

Here is the simple answer: live off dividends Here is the longer answer –when you live off the income that your portfolio produces, the chance that...
Hedge Fund Crowding Update

Hedge Fund Crowding Update – Q2 2017

Whereas hedge fund crowding primarily consists of systematic factor bets, most analysis of hedge fund crowding focuses solely on popular positions. Moreover, such analysis...
Xiaomi Mi Mix 2 Launch Date

Xiaomi Mi Mix 2 Launch Date Set One Day Before iPhone 8

When the Xiaomi Mi Mix was announced, it was one of the few bezel-less devices at the time. The design was a radical change...
bridgewater esg dalio ddtg world order Ray Dalio world powers

Here’s What Matters And What Doesn’t Matter In The Markets Right Now

In this week’s Outside the Box, good friend and at various times business partner Steve Blumenthal reveals a very useful character flaw and follows up...