Kass' Short Bet on Berkshire Falls Short of Reason [View article]
Amit is being criticized way too much here in these comments. I've been tracking him on seekingalpha for the last couple of years and he is about the best if not the best. I distinctly remember his calls on CROX, DSL, and COST. His arguments are well thought out and researched and he has been dead on most of the time.
Kass' Short Bet on Berkshire Falls Short of Reason [View article]