Where we are and What WILL Happen INEVITABLY
Short summary of ABCT Dan Oliver of Myrmikan Capital (Video must watch!) So as EBITDA for companies begins to flatten out … Read more
csinvesting
EV / EBITDA Valuation Issues – Case Study
EV / EBITDA Valuation Issues – Case Study by CSInvesting This is a thorough examination—taking the best of other literature … Read more
When’s the Crash?
When’s the Crash? Posted on January 15, 2016 | Leave a comment The cyclicality of markets and risk I have … Read more
More on the Capital Cycle
We last left off here: follow-the-capital-cycle-as-a-contrarian Gold and the capital cycle_2 Edward Chancellor discusses the fall-off in supply in precious metals which … Read more
Follow the Capital Cycle as a Contrarian
Ed Chancellor on the capital cycle… From his introduction to Capital Returns: Investing Through the Capital Cycle: A Money Manager’s … Read more
Monetary History: Should Legal Tender Laws Be Abolished?
The Supreme Court’s ruling Hepburn v. Griswold reached the U.S. Supreme Court in 1869, five years after the war had … Read more
GO SEE THE BIG SHORT!
GO SEE THE BIG SHORT! So you’re Michael Burry who gets his hair cut at Supercuts and doesn’t wear shoes … Read more
Carl Icahn Warns While Wall Street Ridicules
I’ve seem this before a number of times. I been around a long time and I saw it ’69, ’74, … Read more
Ringing a bell for commodities producers
Anglo Suspends Dividend (Ringing a bell) We are watching collective capitulation by shareholders and management (a sign of the beginning … Read more
Icahn and Pickens Discussing Life and Markets
This week’s Pickens Podcast is a conversation with Carl Icahn. Carl and Boone were pioneers in the corporate restructuring and … Read more
Gold Stocks: No One Left to Kill?
Posted on November 24, 2015 | Leave a comment An Interesting Juncture for Gold Stocks (A good read with links) Note … Read more
Find Your Purpose
If you don’t know who you are, the market is a very expensive place to find out. – The Two-Penny … Read more
Avoiding the Death Zone–the Four Horsemen and the Nifty-Fifty
Posted on November 19, 2015 | Leave a comment Climbers say that when you are over 24,000 feet, you enter … Read more
Research on a Cyclical Business; The bubble in front of our faces
Posted on November 16, 2015 | Leave a comment A good example of research for a simple, cyclical business JAC_Simple … Read more
How Momentum Investing Works–A Parable
A few years ago Larry approached his Guadalajara neighbours and announced that he would buy monkeys for $10 each. The … Read more