Friday, August 15, 2008

Extra credit Jeff Matthews: great blog posts of yesteryear

Someone complained the other day that my posts are too detailed. Sorry. That is me.

But I got to admire someone who can keep it shorter than that – and so I present one of the best investing blog posts ever – Jeff Matthews wonderful call when Highfield tried to buy Circuit City. Jeff screamed SELL (at $17).

I think he got that right. The stock is below $2.

You should buy his book when it comes out too!


Unknown said...

John, I think of you as the Jeff Matthews of finance. Just as interesting to read.

Anonymous said...

I subscribe to this blog precisely because the posts are detailed.

There's plenty of "authors" on seekingalpha who offer nothing more than a re-hash of the conference calls, or do "analysis" that involves pasting the business profile from Yahoo Finance, manual calcs of the LTM margins and YoY growth rates, and a summary of the dividend history.
Some even have deep insights such as "alternative energy is expected to grow" or "garbage collection is a necessity".

Anonymous said...

The Endgame Nears For Fannie and Freddie By Barrons

General disclaimer

The content contained in this blog represents the opinions of Mr. Hempton. You should assume Mr. Hempton and his affiliates have positions in the securities discussed in this blog, and such beneficial ownership can create a conflict of interest regarding the objectivity of this blog. Statements in the blog are not guarantees of future performance and are subject to certain risks, uncertainties and other factors. Certain information in this blog concerning economic trends and performance is based on or derived from information provided by third-party sources. Mr. Hempton does not guarantee the accuracy of such information and has not independently verified the accuracy or completeness of such information or the assumptions on which such information is based. Such information may change after it is posted and Mr. Hempton is not obligated to, and may not, update it. The commentary in this blog in no way constitutes a solicitation of business, an offer of a security or a solicitation to purchase a security, or investment advice. In fact, it should not be relied upon in making investment decisions, ever. It is intended solely for the entertainment of the reader, and the author. In particular this blog is not directed for investment purposes at US Persons.