Why is Warren Buffett Sitting of $128 Billion in Cash?
In the forty years that I have been studying and participating in investment markets, the current conditions are among the … Read more
In the forty years that I have been studying and participating in investment markets, the current conditions are among the … Read more
On August 19, 2019, the influential US Group Business Roundtable published an upgraded version of its mission statement that signaled a shift … Read more
In the forty years that I have been studying and participating in investment markets, the current conditions are among the … Read more
For fun and edification, I keep a list of those tech innovators and products that have had the biggest impact … Read more
Tesla Inc (NASDAQ:TSLA)’s significant drop, 35% year to date compared to the S&P up 14%, has investors looking for answers. … Read more
Recently, my son and I updated our effort to compare the efficiency and “greeness” of a Tesla Model S and … Read more
In a previous post, I argued that “pay for performance” is not practical in the investment management business because most … Read more
Empirical studies routinely find that value stocks, defined as those with high book values compared to market value, outperform growth … Read more
Information Release and Stock Price Movements: Tesla’s Earnings Announcement and the Musk Tweet Q2 hedge fund letters, conference, scoops etc Introduction … Read more
Often CEOs complain that volatility in stock prices, allegedly caused by investor focus on short-term performance, makes it difficult to manage … Read more
One thing you have to give Elon Musk credit for is that he creates news. And as Hollywood publicists are … Read more
In the last post, I talked generally about competition, regulation and valuation, but did not offer any data to illustrate. … Read more
AT&T Inc. (NYSE:T) has a market capitalization of 196 billion. Facebook book has a market capitalization more the 2.5 times … Read more
Elon Musk deserves immense credit. The time of the electric car had arrived but it needed a catalyst. Mr. Musk … Read more
Given my writings on Tesla, a common question I am asked is how low can the stock price go. To … Read more