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M F

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  • 11th Hour Panic and Using More Lumber
    on Tue, Sep 4, 2007 • AERT.OB, DEL, KOP • 2 Comments
  • Another Look at Dividends and Payout Yield Stocks
    on Tue, Sep 4, 2007 • HON, DIS, HD • 1 Comment
  • Fear, Greed, Discounts, Premiums and the World of CEFs
    on Thu, Aug 30, 2007 • CUBA, DHG, SNF • 2 Comments
  • The Wolf of Wall Street - Not So 'Hilarious'
    on Wed, Aug 29, 2007 • 10 Comments
  • A Long-Only Short Seller Who Probably Wishes He Was Short
    on Fri, Aug 24, 2007 • LZB, SIR, DLIA • 1 Comment
  • Harvard-Yale Endowment Performance Versus the Buy-and-Hold and Timing Approaches
    on Thu, Aug 23, 2007 • SPY • Comment!
  • Updating the Hedge Consensus and Hedge Fund Best Ideas Portfolio
    on Fri, Aug 17, 2007 • GOOG, QCOM, USG • Comment!
  • A Look At Dow 30 Dividends and Payout Yield
    on Sat, Aug 11, 2007 • DIS, MSFT, HD • Comment!
  • Endowment-Style Investing Made Easy
    on Fri, Aug 3, 2007 • SPY, AGG, EFA • Comment!
  • The Return of Risk: Banking on Volatility
    on Fri, Jul 27, 2007 • SPY, AGG, EFA • Comment!
  • Planktos Corporation: Saving The World With Plankton
    on Thu, Jul 26, 2007 • PLKT.OB • Comment!
  • Discovery Holdings Jumps - Takeover Target?
    on Wed, Jul 18, 2007 • DISCA • Comment!
  • Alternative Asset Class Investing: Stamps & Cat Bonds
    on Fri, Jul 13, 2007 • HNW • Comment!
  • Renaissance's New $25B Managed Futures Fund: Perfect Timing?
    on Wed, Jul 11, 2007 • DBC, GSG, DJP • 1 Comment
  • How to Invest Like Blue Ridge Capital's John Griffin
    on Fri, Jul 6, 2007 • MSFT, MA, AXP • Comment!
  • Has Gene Therapy Finally Come of Age?
    on Tue, Jul 3, 2007 • GNVC, NRGX.OB • 2 Comments
  • Buying the Highs vs. Buying the Lows: Why Data Matters
    on Mon, Jun 4, 2007 • Comment!
  • An Endowment Portfolio From Publicly-Traded Vehicles
    on Tue, May 29, 2007 • SPY, EEM, AGG • 23 Comments
  • Odyssey Marine Exploration: Digging for Gold - And Finding It
    on Mon, May 21, 2007 • OMEX • 5 Comments
  • Seth Klarman of Baupost Group: Top 10 Holdings
    on Mon, May 14, 2007 • NWS, NFG, BCOR • 2 Comments
  • The Little Stock that Beats the Market: Joel Greenblatt's Winning Plan
    on Mon, May 14, 2007 • WMT, AEO, NOOF • Comment!
  • Seeking Unusual Arbitrage Opportunities
    on Fri, Apr 27, 2007 • 1 Comment
  • Is the Private Equity Party Over?
    on Tue, Apr 24, 2007 • Comment!
  • Mean Reversion: Buying A Sector When Everyone Else Hates It
    on Wed, Apr 4, 2007 • Comment!
  • KKR Commits Most Of Its Capital; BGI's ETF Should Have a Stake
    on Mon, Apr 2, 2007 • Comment!
  • Barclay's Private Equity ETF Preferable To PowerShares'
    on Mon, Mar 26, 2007 • PSP • Comment!
  • Nine ETFs I'd Like To See
    on Fri, Mar 23, 2007 • 6 Comments
  • Timing Asset Class Components: The Slicing and Dicing Effect
    on Mon, Mar 19, 2007 • SPY, IEF, EWG • Comment!
  • Rydex Introduces a Managed Futures Fund; Awaiting ETF Version
    on Mon, Mar 12, 2007 • Comment!
  • Buy-and-Hold As Good As Hedge Funds?
    on Thu, Mar 1, 2007 • SPY, AGG, EFA • 1 Comment
  • Defensive Funds: How Did They Fare During This Downdraft?
    on Thu, Mar 1, 2007 • OLA, DBV, PSP • 1 Comment
  • Payout Yield: Who Said You Can't Teach an Old Dog New Tricks?
    on Sun, Feb 25, 2007 • DIS, MSFT, DD • 2 Comments