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Amit Chokshi

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Value Investing Gets Its Comeuppance
on Sun, May 17, 2009 • 4 Comments
Kass' Short Bet on Berkshire Falls Short of Reason
on Tue, Feb 10, 2009 • BRK.A • 12 Comments
Two Questions for Jarden's 2008 Year End
on Mon, Feb 9, 2009 • JAH • 2 Comments
The State of Financial Markets and U.S. Dollar in 2009, Part II
on Thu, Jan 29, 2009 • AMGN, XBI, IBB • 2 Comments
The State of Financial Markets and U.S. Dollar in 2009, Part I
on Wed, Jan 28, 2009 • XBI, IBB, HBI • 6 Comments
Some Investment Themes for 2009
on Tue, Dec 30, 2008 • PCLN, MCD, HBI • 7 Comments
Hanes Unfairly Treated by Mistaken Association with Gildan
on Mon, Dec 22, 2008 • GIL, HBI • 2 Comments
Q4 Warning and Moody's Support My Jarden Short Thesis
on Thu, Dec 18, 2008 • JAH • Comment!
Analyst Estimates for Jarden in 2009 Look Ridiculously Optimistic
on Thu, Dec 4, 2008 • JAH • 2 Comments
BioScrip's Time to Right the Ship Is Running Out
on Mon, Dec 1, 2008 • BIOS • 3 Comments
Lifeway's Valuation Doesn't Look Justified
on Tue, Oct 21, 2008 • LWAY • 1 Comment
BioScrip Investors Would Welcome a Strategic Buyer
on Thu, Sep 11, 2008 • BIOS • 9 Comments
Priceline: More Headwinds Ahead
on Fri, Aug 29, 2008 • PCLN • 3 Comments
BioScrip's Inept Management Continues to Blunder
on Fri, Aug 15, 2008 • BIOS • 2 Comments
Crocs: It's the Product, Not the Economy
on Fri, Jul 25, 2008 • CROX • 24 Comments
BioScrip Management, Board Should Be Shown the Door
on Tue, Jul 8, 2008 • BIOS • 1 Comment
BioScrip 'Rewards' Investors with Poor Corporate Governance
on Fri, Jun 13, 2008 • BIOS • 2 Comments
7 Reasons Why NRG’s Offer for Calpine is Laughable
on Fri, May 23, 2008 • NRG, CPN • 13 Comments
The Short Case on Priceline
on Thu, Apr 10, 2008 • PCLN, EXPE, OWW • 21 Comments
Ecology and Environment: Growing Trading Volume and Institutional Interest
on Wed, Mar 12, 2008 • EEI • Comment!
Downey Financial on Shaky Ground
on Thu, Mar 6, 2008 • DWNFQ.PK • 5 Comments
Citigroup Bottoming - Plus Some Free Advice for Meredith Whitney
on Tue, Mar 4, 2008 • C, UYG, XLF • 20 Comments
Costco: Overpriced for Its Growth Rate
on Tue, Feb 12, 2008 • COST • 7 Comments
Why I'm Not Long Downey Financial
on Tue, Jan 29, 2008 • DWNFQ.PK • 1 Comment
Jarden's 'Rope a Dope' Investor Relations
on Mon, Jan 28, 2008 • JAH • 4 Comments
Cramer Doing a Mea Culpa on Downey Financial?
on Sun, Jan 6, 2008 • DWNFQ.PK • 1 Comment
Target: Skeptical of Ackman's Valuation
on Sun, Jan 6, 2008 • TGT • Comment!
Is Sally Beauty Holdings Being Manipulated?
on Wed, Dec 26, 2007 • SBH • Comment!
@VIC: Noven Pharmaceuticals - Long Idea
on Fri, Dec 21, 2007 • NOVN • Comment!
Jarden Remains a Compelling Short
on Tue, Dec 18, 2007 • JAH • 10 Comments
Downey Financial/Hilltop Holdings: Billionaire Pump and Dump?
on Wed, Dec 5, 2007 • DWNFQ.PK, HTH • 2 Comments
E*Trade, Wells Fargo and Downey: 'Subprime' Problems With Prime Loans
on Mon, Dec 3, 2007 • DWNFQ.PK, WFC, ETFC • 4 Comments