Barron’s 2018 Roundtable Notes: Paul Wick Long Oracle Corporation, Micron Technology, Western Digital
Paul Wick Seligman Tech. Fund Team For all the Barron’s 2018 Roundtable articles and notes click here. Notes: Long Micron … Read more
Brian Langis
Mario Gabelli’s Stock Picks – Long Liberty Braves Group, MGM Resorts International And More
Mario Gabelli Chairman and CEO of Gamco Investors For all the Barron’s 2018 Roundtable articles and notes click here. Notes: Madison … Read more
Barron’s 2018 Roundtable Notes: Henry Ellenbogen Long Equifax Inc,
Henry Ellenbogen Manager of the T. Rowe Price New Horizons fund. Equifax (EFX) $125 ($120 when published). (Worth $160-$172) Turnaround … Read more
A Column Of Fire [Book Review]
I got around Ken Follett’s latest 1,000 page brick: A Column of Fire. If you are looking for a good … Read more
Some Of The Craziest Bubbly Bitcoin Stories
*None of what you are about to read is investment advice of any kind. You shouldn’t buy any cryptocurrency without … Read more
The Lessons Of General Electric’s Dividend Cut
The dividend cut that has been expected finally happened. General Electric announced it is cutting its dividend in half, a … Read more
Crypto Mania – An-In-depth Sober Analysis
*None of what you are about to read is investment advice of any kind. You shouldn’t buy any cryptocurrency without … Read more
The Outsiders Lessons
Like I said in the past, I can’t recommend William Thorndike’s The Outsiders enough (More on the Outsiders). It’s one of … Read more
Fairfax Vs. Berkshire Hathaway: The One Most Likely To Produce The Better Returns
The is an excerpt from The Globe Mail. The author, George Athanassakos, is a professor of finance and holds the Ben … Read more
A Man For All Markets
A Man For All Markets is Edward O. Thorp’s autobiography. I was looking forward to reading that book I wasn’t … Read more
Trying to Understand Cheniere On A Napkin
On the surface Cheniere Energy (LNG) can be a difficult to understand. But if you break it down in small … Read more
Teledyne and Dr. Henry Singleton, Case Study In Capital Allocation
“[Warren Buffett] considers that Henry Singleton of Teledyne has the best operating and capital deployment record in American business.” – John Train’s The … Read more
Tesla Motors And General Motors
Interesting comments from Greenlight’s David Einhorn. This is taken from the Q2 2017 letter: Einhorn also add this to add about … Read more
How The Market Perceives Conor McGregor Vs Floyd Mayweather
Conor “The Notorious” McGregor did it. He succeeded at selling the idea that he has a chance to beat Floyd … Read more
Good Blockchain Primer
Barron’s featured story this week is Beyond Bitcoin: How Blockchain Is Changing Banking. It can be a little complicated but you … Read more