StockJockey

Lessons from the Best-Ever Hedge Fund Manager

My biggest problem with Veryan is that he does not post enough.

Kick the preening peacocks off this site, and bring on some new blood.

Well done as always, Veryan.

How Much Are Goldman's Level 3 Assets Worth?

Throwing Lehman into the mix was unfortunate. It has been Lehman;s CFO, not the CEO, that has been taking the face of the firm while Dick Fuld hides in his bunker. John Mack from Morgan Stanley and Lloyd Blankfein are the ones trying to predict the end to the credit crisis.

Erin Callan appeared on Bloomberg TV Friday and was quite candid; she might eventually earn Lehman a better multiple given her attempts at transparency.

Goldman's valuation relative to the other brokers is the big issue. Perhaps Goldman deserves a premium, but it is likely too generous at the moment.

here is a link to Erin's TV appearnce friday-judge for yourself.

tinyurl.com/54plds

Personally, I think that $140 level in GS will hold, but it might be tested again. Stock might be due for a bounce soon though-last week was horrible for the shares.

Meredith Whitney Threatens Severe Deflation For Your Portfolio

I will look forward to his Dick Bove expose next week.

ComScore, in Allaying Google Concerns, Opens Door To Question Its Data

It sure set off a firestorm. If they caved in to Google's arm twisting we will never now. I suspect you are right, however.

Alexa is just whacky. What do you think about Compete.com? Seems a decent approach, but these controversies are bound to be with us for years.

Btw, early last year an asian equity analyst downgraded Baidu based on Alexa data, it was flawed data, he was wrong and the stock ran over people in a hurry.

regards,
SJ