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Doug Kass pairs a short of Goldman Sachs (GS) against a long in Oaktree (OAK),...

Doug Kass pairs a short of Goldman Sachs (GS) against a long in Oaktree (OAK), the investment management firm run by Howard Marks. OAK is off 14% since its April IPO and trades at a discount to other asset managers, even with Marks' impressive track record - especially during difficult markets. Goldman's a value trap as cyclical and secular changes mean the bank's days of 25-30% ROE aren't coming back.
Comments (2)
  • This is a distraction!
    Barrons and Santoli in particular have become worthless and the fact that something worthwhile in this former "Must Read" is not even mentioned a week later is a tell!

     

    I am a long time Barrons subscriber and feel I can make this critique as for my time invested with said mag!
    Last week featured one of the most important articles I have read there in months.
    Stephanie Pomboy is MUST READ material.
    Why no discussion on something truly worthy of our time?
    Because gasbags like Kass get the attention of a "Trading Bot" mentality today.

     

    The only thing usually worth the price of admission to Barrons is the front article, Alan Ableson and the last page.
    Thomas Dolan is the Must Read on a weekly basis.

     

    The fact that this once mighty read is reduced to shilling for what was once valuable info, read the Asia Trader, European Trader, and the regular Trader is hoary!
    You don't get anything with regard to insight into any of the most important markets on the face of the planet!

     

    A garbage shill for some bullsh** stock in Europe or Asia?
    This is not the Barrons of the old days!
    Gene Epstein is borderline un - readable.

     

    Kass is best watched on T.V. if you must.
    Please get back to thought provoking articles like Stephanie's so we can't justify the expense of the subscription lest Barrons fall into the dustbin of once news worthy history!
    Mike Santoli is the Steve Liseman of Barrons, and it stinks to high heaven!
    29 Jul 2012, 11:45 AM Reply Like
  • There are other possible uses for Barron's. For example, if a speculator is doing the same thing as was done by Nicholas Darvas, then Barron's stock tables once a week would still suffice and for that purpose the subscription would be a worthwhile investment.

     

    But ... more often than not if a person does the opposite of what Barron's suggests and goes short instead of long or long instead of short, it is very profitable.
    29 Jul 2012, 10:24 PM Reply Like
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