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Davy Bui

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View Davy Bui's Articles BY TICKER:

Chesapeake Energy Analyst Day Update: Company Moves to Resource Conversion
on Mon, Oct 27, 2008 • CHK • 8 Comments
How Does the Financial Crisis Affect the Peak Oil Thesis?
on Fri, Oct 17, 2008 • PWE, XLE, USO • 31 Comments
Nam Tai Investment Brief
on Wed, Oct 8, 2008 • NTE • Comment!
Book Review: 'The Aggressive Conservative Investor' by Martin Whitman
on Wed, Sep 17, 2008 • 1 Comment
American Capital Q2 2008 Earnings Update
on Wed, Aug 27, 2008 • ACAS • 7 Comments
Q2 2008 Portfolio Moves: David Winters, T. Boone Pickens, Jim Puplava
on Fri, Aug 22, 2008 • DVN, CHK, EBAY • 6 Comments
2008 Q2 Portfolio Holdings: Berkowitz, Rodriguez & Pabrai
on Thu, Aug 21, 2008 • AMGN, ARCC, BMY • Comment!
Chesapeake Energy: Earnings and Shale Drama
on Wed, Aug 20, 2008 • CHK, XTO • 15 Comments
Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves
on Tue, Aug 19, 2008 • UNH, PDLI, AWI • 8 Comments
Penn West Energy Q2 Earnings Update
on Thu, Aug 14, 2008 • PWE • 2 Comments
Cryptologic Pre-Earnings (Non-)Assessment
on Thu, Aug 7, 2008 • CRYP • Comment!
Ensco Q2 2008 Earnings Update
on Thu, Jul 31, 2008 • ESV • 2 Comments
Re-examining My American Capital Strategies Position
on Thu, Jul 24, 2008 • ACAS • 22 Comments
Review of Current Losing Positions: NZT, ACAS, SKM, GE
on Wed, Jul 9, 2008 • NZTCY.OB, ACAS, SKM • 9 Comments
Minefinders: Racing Against the Clock to Production
on Tue, Jul 1, 2008 • MFN • 4 Comments
Adding to My GE Position
on Fri, Jun 27, 2008 • GE • 28 Comments
What Mohnish Pabrai Didn't Know Hurt Him Badly
on Thu, Jun 26, 2008 • PNCLQ.PK, BRK.A, BRK.B • 7 Comments
U.S. Seeing More Inflation Than Anyone: See Whirlpool For Proof
on Thu, Jun 19, 2008 • WHR • 4 Comments
SK Telecom in Holding Pattern
on Wed, Jun 11, 2008 • SKM • Comment!
Chesapeake Energy Reverts to Resource Acquisition Mode
on Tue, Jun 3, 2008 • CHK • 8 Comments
Evaluating a Negative View on American Capital Strategies
on Fri, May 30, 2008 • ACAS • 16 Comments
Penn West Energy: More Questions Than Answers
on Thu, May 22, 2008 • PWE • 49 Comments
2008 Q1 13F-HR Filings: The Speculative Edition
on Thu, May 22, 2008 • AEM, BAM, BP • Comment!
More Peeks Inside Portfolios: Berkowitz, Pabrai, Bob Rodriguez
on Wed, May 21, 2008 • ATLC, CNQ, GSK • 7 Comments
Latest Peek Inside the Portfolios of Klarman, Witmer, Third Ave.
on Mon, May 19, 2008 • WLP, IP, UFS • 1 Comment
LCA-Vision: Possible Value Trap
on Thu, May 15, 2008 • LCAV, TLCVF.PK • 1 Comment
Hedging Your Bet With American Capital Strategies
on Thu, May 15, 2008 • ACAS • 9 Comments
Smallcap Shipper Horizon Lines Battered by Several Storms
on Tue, May 6, 2008 • HRZL.OB • Comment!
Ensco International Q1 '08 Performance Review
on Thu, May 1, 2008 • ESV • 1 Comment
Book Review: China's Fragile Superpower, by Susan Shirk
on Tue, Apr 29, 2008 • Comment!
Penn West Energy Needs to Show Investors Its Worth
on Wed, Apr 23, 2008 • PWE • 23 Comments
A Warning in the Bond Market
on Thu, Apr 17, 2008 • IEF • 18 Comments