Davy Bui
Davy Bui
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View Davy Bui's Articles BY TICKER:
- Chesapeake Energy Analyst Day Update: Company Moves to Resource Conversion
- How Does the Financial Crisis Affect the Peak Oil Thesis?
- Nam Tai Investment Brief
-
Book Review: 'The Aggressive Conservative Investor' by Martin Whitman
on Wed, Sep 17, 2008 • 1 Comment
- American Capital Q2 2008 Earnings Update
- Q2 2008 Portfolio Moves: David Winters, T. Boone Pickens, Jim Puplava
- 2008 Q2 Portfolio Holdings: Berkowitz, Rodriguez & Pabrai
- Chesapeake Energy: Earnings and Shale Drama
- Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves
- Penn West Energy Q2 Earnings Update
- Cryptologic Pre-Earnings (Non-)Assessment
- Ensco Q2 2008 Earnings Update
- Re-examining My American Capital Strategies Position
- Review of Current Losing Positions: NZT, ACAS, SKM, GE
- Minefinders: Racing Against the Clock to Production
- Adding to My GE Position
- What Mohnish Pabrai Didn't Know Hurt Him Badly
- U.S. Seeing More Inflation Than Anyone: See Whirlpool For Proof
- SK Telecom in Holding Pattern
- Chesapeake Energy Reverts to Resource Acquisition Mode
- Evaluating a Negative View on American Capital Strategies
- Penn West Energy: More Questions Than Answers
- 2008 Q1 13F-HR Filings: The Speculative Edition
- More Peeks Inside Portfolios: Berkowitz, Pabrai, Bob Rodriguez
- Latest Peek Inside the Portfolios of Klarman, Witmer, Third Ave.
- LCA-Vision: Possible Value Trap
- Hedging Your Bet With American Capital Strategies
- Smallcap Shipper Horizon Lines Battered by Several Storms
- Ensco International Q1 '08 Performance Review
-
Book Review: China's Fragile Superpower, by Susan Shirk
on Tue, Apr 29, 2008 • Comment!
- Penn West Energy Needs to Show Investors Its Worth
- A Warning in the Bond Market
