Wednesday, February 29, 2012

Why I do not like small cap stocks much at the moment

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I run a small hedge fund. Most people that do that want to use their (lack of) size to find (and exploit) value-priced small cap stocks. ...
60 comments:
Sunday, February 26, 2012

When you think you made a great purchase (Warren Buffett edition)

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I consider myself a bit of a Buffettphile - but I did not even know Berkshire had a sizeable agricultural machinery operation. Sure agricult...
24 comments:
Friday, February 24, 2012

Senseless Chinese capital expenditure: Trina Solar edition

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The one thing we know about the solar panel industry is that it is glutted . Solar panel prices are collapsing as has been observed many tim...
21 comments:
Saturday, February 18, 2012

Titanium Asset Management - notes on paper trading and murder

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There is a story in the Sydney Morning Herald today about Titanium Asset Management - a funds manager in Western Sydney that operates as p...
32 comments:
Thursday, February 16, 2012

Why Falcone's plan B should be rejected

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I have an old computer under my desk. Its a Toshiba laptop from about 1998. I run Puppy-Linux on it because it can't run anything more ...
4 comments:
Wednesday, February 15, 2012

Why Phil Falcone is like the most loopy left-wingers in America

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Alan Sokal , a Professor of Mathematics at University College London and a Professor of Physics at New York University published this in  So...
13 comments:
Tuesday, February 14, 2012

Dear Shareholder: the woman from the Propaganda Department will now provide you information

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Universal Travel Group - a Chinese company whose stock is now suspended - is no stranger to my readers. If you need a background the initi...
8 comments:
Sunday, February 12, 2012

Stocks: you can fondle them and they might put rohypnol in your drink and steal your wallet. A comment on Warren Buffett's recent fortune piece.

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Warren Buffett recently wrote an  article  in Fortune (a cut from his forthcoming shareholder letter) which explains why he prefers owning b...
23 comments:
Thursday, February 9, 2012

Diamond foods - what the press releases says and does not say...

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Diamond Foods is a short-battle-ground stock. Anyone who looks at Herb Greenberg's twitter feed can see that. Herb loves battlegrounds....
14 comments: