Buffett the Endowment Manager
I downloaded a few of the sample PDFs at 13D research, and Kiril Sokoloff puts out some pretty interesting pieces.----What's the point of indexing...
Lighthouses Rule
I will be in SF Friday - Tuesday if anyone wants to meet up.----The 13fs are rolling in and I will be updating the...
Buy the Rumor, Short the News
I am a big fan of David Einhorn (haven't yet had the chance to read his book), so I was glad to see the...
Spam Again
I wonder if my email address being listed on the blog results in so many emails getting tossed into the spam folder?Once again, if...
When Markets Collide
I don't really like responding to comments in the comment section because I feel like no one reads them. I am going to start...
Why The World Is Backwards
This post is in honor of the 10th anniversary of Bre-X.I am going to go on a bit of a rant. It makes...
Contrarianism and The Market Portfolio
I like to think about what the most contrarian position is in the financial markets. It really has to be long term bullish...