Seeking Alpha

Sovestor

View as an RSS Feed
View Sovestor's Comments BY TICKER:
Latest  |  Highest rated
  • Nasdaq Nearing Support [View article]
    This could a sign of anything....
    Jun 22 03:03 PM | Likes Like |Link to Comment
  • Global Markets in Review: Investors Imbued with Caution [View article]
    Informational post. Like it.
    Jun 22 02:32 PM | Likes Like |Link to Comment
  • Back in the U.S.S.A. [View article]
    We think Obama so far has done more rights than wrongs.
    Jun 22 12:12 PM | 3 Likes Like |Link to Comment
  • The Seven Habits of Highly Suspicious Hedge Funds [View article]
    We believe now more than ever investors nowadays should ask two things to their investment managers: 1. registered investment advisor proof with all the filing properly submitted and approved, 2. fully audited performance proof by respected CPA firm.
    Without ability to show those two, obviously the investment managers do not have them ready and have not yet gone through the efforts to pass the minimum requirements.
    Jun 22 12:07 PM | Likes Like |Link to Comment
  • Hedge Fund Cantillon Closing: Converting to Long Only Fund [View article]
    More leveraged funds will close down in 2009.
    Jun 21 11:43 AM | Likes Like |Link to Comment
  • Hedge Fund News Tidbits [View article]
    The more complicated the hedge funds strategies, the more likely they will blow up sooner or later.
    Jun 21 11:41 AM | Likes Like |Link to Comment
  • Jim Rogers Shares His Thoughts on the Market [View article]
    Jim Rogers is smart all right but he is not that smart compares to George Soros, John Paulson, and Seth Klarman. Rogers are simply trying to promote his commodity funds.
    Jun 20 11:45 AM | 6 Likes Like |Link to Comment
  • Jim Rogers Shares His Thoughts on the Market [View article]
    We think American assets are too attractive to pass. It is true that now US is debtor country, but many emerging countries are too. China has lots of debt too. US political and economic systems are generally sound and dynamic (they continuously learn and solve mistakes) We are bullish on American people and United States.
    Jun 20 11:43 AM | 9 Likes Like |Link to Comment
  • Book Review: The Four Filters Invention of Warren Buffett and Charlie Munger (Two Friends Transformed Behavioral Finance) [View article]
    We agree 100% Buffett and Munger are clearly the best investors in the world. However we are 50% unsure that their legacies could be passed to their chosen successors. Buffett and Munger are very rare individually, and extremely rare as a combo. Investors should study their principles and wisdom. We think, the next great highly proven value investors now are John Paulson (Paulson & Co) and Seth Klarman (Baupost). The rest are just trying to emulate Buffett and Munger, or trying to establish themselves as great value investor. If you are 40 to 50 and not year achieving at least $300 million to $1 billion in net-worth nowadays from investing, then you are likely just merely high-performing value investor, not exceptional like Buffett, Munger, Paulson, and Klarman. For those value investors in their 50s who have not even reached $100 million in net-worth due to managing capital....forget about it, you are just ordinary value investor trying to make a very good living by being investment managers promoting the word "value investing"....Any great value investors worth hiring deliver exceptional returns to investors. Hence, John Paulson and Seth Klarman fir the bill as the best value investors today.
    Jun 20 11:39 AM | 1 Like Like |Link to Comment
  • Bespoke's Commodity Snapshot [View article]
    We like the post as reasonably informationall however we think author should have included the standard units or metrics (e.g.: oil is per barrel, gas is btu, etc....).
    Jun 20 11:29 AM | 1 Like Like |Link to Comment
  • George Soros Likes Bonds [View article]
    Like the post. However, following George Soros is extremely difficult as has positions not only in one fund. He has numerous other funds under different names formed in various jurisdiction. Following Seth Klarman is much easier and more sensible for most investors.
    Jun 20 11:25 AM | Likes Like |Link to Comment
  • Six Reasons Natural Gas Is Better than Oil [View article]
    One way analysis can go so far. A good analysis need to consider pros and cons, positive and negative aspects of natural gas.
    Jun 20 11:19 AM | 2 Likes Like |Link to Comment
  • Bespoke's Sector Snapshot (6/19/09) [View article]
    Those charts, all of them, show the bottom so far ws reached in March 2009. They also show a bullish trend since then. The green zone also shows bottoming process in March o April 2009. We conclude cautiously that the markets overall will continue to increase as the green zones on all of them are moving higher slowly but rather surely. Sorry folks, if you miss March bottom, the train has left the station a bit. However, we argua that the past Friday was really likely the last day before the markets resume their upward trends in the next few weeks starting on Monday.
    Jun 20 11:17 AM | 1 Like Like |Link to Comment
  • A Look at Medtronic's Dividend Increase [View article]
    MDT has too much debt.....Not sure why it increased dividends,
    Jun 19 11:20 AM | Likes Like |Link to Comment
  • Investor Bullish Sentiment Drops [View article]
    This is a good sign of increasing sentiment going forward. How you can increase from the top.....all sizable increase must come from the bottom.
    Jun 19 11:19 AM | Likes Like |Link to Comment
COMMENTS STATS
186 Comments
195 Likes