Daniel Eskin's Comments Daniel Eskin's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/293822/comments CDS Spreads: How to Profit from the Sovereign Debt Crisis http://seekingalpha.com/article/179964/comments?source=feed#comment-824192 824192
I'm not sure about CDS' in specific, but if anybody did have more information that'd be great to hear.]]>
Mon, 28 Dec 2009 20:02:47 -0500
I'm not sure about CDS' in specific, but if anybody did have more information that'd be great to hear.]]>
The Decade's Top 25 Stocks http://seekingalpha.com/article/174051/comments?source=feed#comment-766175 766175 Wed, 18 Nov 2009 18:08:42 -0500 Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note http://seekingalpha.com/article/173761/comments?source=feed#comment-765727 765727 gurufocus.com for summaries of returns of all well known financial firms - this one is definitely on there.


On Nov 18 12:24 PM Gus McRae wrote:

> does anyone know what Baupost's 2008 return was? I have not seen
> that number anywhere. Given his limited interest in shorting and
> his value orientation, I would assume it was down, perhaps significantly.
> If not, the guy may walk on water after all.]]>
Wed, 18 Nov 2009 13:41:55 -0500 gurufocus.com for summaries of returns of all well known financial firms - this one is definitely on there.


On Nov 18 12:24 PM Gus McRae wrote:

> does anyone know what Baupost's 2008 return was? I have not seen
> that number anywhere. Given his limited interest in shorting and
> his value orientation, I would assume it was down, perhaps significantly.
> If not, the guy may walk on water after all.]]>
Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note http://seekingalpha.com/article/173761/comments?source=feed#comment-765723 765723
It seems odd that you're highly concerned with what e-mail address I'm using for personal reasons and that has any implications on my own integrity or that of the firm I work for. My views published are my own only and do not have anything to do with where I work. On a sidenote, your wasted time to think of words like "besmirched" and "unabashedly" hasn't contributed anything to this author's discussion either.

Suffice to say, thank you for contacting me and I have deleted the file in question.


Oh wait, just kidding. Unlike certain other individuals, such as yourself, I have a sane and practical view of the world and do not deny to pirating a file here or there. Please delete all copyrighted, trademarked and protected programs, files, videos and songs off your computer before making public accusations... and you might want to send your message to Seth himself and another few millions people in the United States to tell them to delete all protected songs and files from their systems.

You're free to demand anything you want. So am I. I demand that you cease and desist sending comments like this, since they're frivolous and meaningless. Where should I send the bill for the consumed diskspace and bandwidth?

Thanks for your entertainment.

On Nov 18 12:21 PM Dividend Inc wrote:

> Greetings Daniel Eskin,
>
> It seems odd to unabashedly market your blog through the use of your
> Deloitte email address offering material that is in violation of
> the copyright of the author. While the author doesn't receive royalties
> from the book anymore, I doubt that Mr. Klarman would agree that
> unmitigated distribution of copywritten material is an acceptable
> practice.
>
> Why don't you provide us with a review or highlight of the book instead.
> Your analysis and thoughtfulness might inspire others to do more
> work on understanding Mr. Klarman's investing. That would seem to
> lend more credibility to your name and the blog that you're promoting.
>
>
> Suffice to say, you have besmirched your team at Young and Invested
> and possibly the audit firm you work for. I hope Deloitte doesn't
> endorse such strategies when providing "consultation" for their auditing
> services.]]>
Wed, 18 Nov 2009 13:40:59 -0500
It seems odd that you're highly concerned with what e-mail address I'm using for personal reasons and that has any implications on my own integrity or that of the firm I work for. My views published are my own only and do not have anything to do with where I work. On a sidenote, your wasted time to think of words like "besmirched" and "unabashedly" hasn't contributed anything to this author's discussion either.

Suffice to say, thank you for contacting me and I have deleted the file in question.


Oh wait, just kidding. Unlike certain other individuals, such as yourself, I have a sane and practical view of the world and do not deny to pirating a file here or there. Please delete all copyrighted, trademarked and protected programs, files, videos and songs off your computer before making public accusations... and you might want to send your message to Seth himself and another few millions people in the United States to tell them to delete all protected songs and files from their systems.

You're free to demand anything you want. So am I. I demand that you cease and desist sending comments like this, since they're frivolous and meaningless. Where should I send the bill for the consumed diskspace and bandwidth?

Thanks for your entertainment.

On Nov 18 12:21 PM Dividend Inc wrote:

> Greetings Daniel Eskin,
>
> It seems odd to unabashedly market your blog through the use of your
> Deloitte email address offering material that is in violation of
> the copyright of the author. While the author doesn't receive royalties
> from the book anymore, I doubt that Mr. Klarman would agree that
> unmitigated distribution of copywritten material is an acceptable
> practice.
>
> Why don't you provide us with a review or highlight of the book instead.
> Your analysis and thoughtfulness might inspire others to do more
> work on understanding Mr. Klarman's investing. That would seem to
> lend more credibility to your name and the blog that you're promoting.
>
>
> Suffice to say, you have besmirched your team at Young and Invested
> and possibly the audit firm you work for. I hope Deloitte doesn't
> endorse such strategies when providing "consultation" for their auditing
> services.]]>
Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note http://seekingalpha.com/article/173761/comments?source=feed#comment-765503 765503
I've been following Seth Klarman on Gurufocus for quite some time and I really respect him as long-term focused investor. His book was really insightful too. If anybody wants it, I managed to snag a PDF of it about a year ago. Feel free to e-mail me at deskin@deloitte.ca if you want a copy!

For more analysis, check out my blog at: youngandinvested.com]]>
Wed, 18 Nov 2009 11:35:37 -0500
I've been following Seth Klarman on Gurufocus for quite some time and I really respect him as long-term focused investor. His book was really insightful too. If anybody wants it, I managed to snag a PDF of it about a year ago. Feel free to e-mail me at deskin@deloitte.ca if you want a copy!

For more analysis, check out my blog at: youngandinvested.com]]>
Buffett's Holdings Outperforming in Q4 http://seekingalpha.com/article/173857/comments?source=feed#comment-765212 765212
For more analysis, check out my blog: youngandinvested.com]]>
Wed, 18 Nov 2009 09:16:11 -0500
For more analysis, check out my blog: youngandinvested.com]]>
How Ralph Lauren Can Make You Money http://seekingalpha.com/article/173821/comments?source=feed#comment-764601 764601
buddhabill, I haven't heard too much about lack of quality, but I can definitely see how it fits into the different price points strategy. RL tries to sell a lot of lower price-point products while still having "value" to appeal to that market, and still excel in the high-end market with their RL Blue and RL Black Label lines. Don't know too many clothing retailers with that strategy.

Thanks for the comments! For more analysis, check out my blog: youngandinvested.com]]>
Tue, 17 Nov 2009 21:17:14 -0500
buddhabill, I haven't heard too much about lack of quality, but I can definitely see how it fits into the different price points strategy. RL tries to sell a lot of lower price-point products while still having "value" to appeal to that market, and still excel in the high-end market with their RL Blue and RL Black Label lines. Don't know too many clothing retailers with that strategy.

Thanks for the comments! For more analysis, check out my blog: youngandinvested.com]]>
Home Depot: A Quick Lesson in How to Beat EPS Estimates http://seekingalpha.com/article/173803/comments?source=feed#comment-764336 764336
For more analysis, check out my blog: youngandinvested.com]]>
Tue, 17 Nov 2009 16:57:06 -0500
For more analysis, check out my blog: youngandinvested.com]]>
How Ralph Lauren Can Make You Money http://seekingalpha.com/article/173821/comments?source=feed#comment-763815 763815
Thanks for your comment. I definitely agree - the upcoming efforts in the Asian markets will definitely bring that sales growth you want to see in the next year. RL is one of the few stocks right now that is NOT at its 52 week high (about 20% lower) so there is room for profiting. It's just an iconic brand that gets that competitive advantage. Look out for RL in the near term!

For more analysis, check out my blog: youngandinvested.com]]>
Tue, 17 Nov 2009 11:22:12 -0500
Thanks for your comment. I definitely agree - the upcoming efforts in the Asian markets will definitely bring that sales growth you want to see in the next year. RL is one of the few stocks right now that is NOT at its 52 week high (about 20% lower) so there is room for profiting. It's just an iconic brand that gets that competitive advantage. Look out for RL in the near term!

For more analysis, check out my blog: youngandinvested.com]]>
IFRS 101: What Every Investor Needs to Know (Yes, you too!) http://seekingalpha.com/instablog/293822-daniel-eskin/35670-ifrs-101-what-every-investor-needs-to-know-yes-you-too?source=feed#comment-763059 763059 Tue, 17 Nov 2009 00:01:25 -0500 Digital Media and the Future of Advertising http://seekingalpha.com/article/173160/comments?source=feed#comment-759182 759182 Fri, 13 Nov 2009 14:46:38 -0500 Watching the USD Drop? Here's What You Should Really Be Watching http://seekingalpha.com/article/172146/comments?source=feed#comment-753122 753122 Mon, 09 Nov 2009 19:23:01 -0500 Plenty of Upside Remaining for Microsoft http://seekingalpha.com/article/170657/comments?source=feed#comment-747291 747291 Thu, 05 Nov 2009 20:35:40 -0500 Google Should Make Apple Beg for Maps Navigation http://seekingalpha.com/article/169819/comments?source=feed#comment-735430 735430 Thu, 29 Oct 2009 10:40:30 -0400 George Soros: The Guru Outlook http://seekingalpha.com/article/169488/comments?source=feed#comment-735288 735288
Check out my blog at www.youngandinvested.com


On Oct 29 08:35 AM bexe wrote:

> Soros is a brilliant man and he knows the game.
> There is so much fraud in the system that favors those who have the
> power and are in the right place to take advantage of it. Banks like
> Goldman is making a killing from these "gifts", as Soros calls it
> or namely very cheap money (seekingalpha.com/symbo...),
> and also the very sinister HFT (high frequency trading) which is
> computerized insider trading that happens in a nano second.]]>
Thu, 29 Oct 2009 09:16:56 -0400
Check out my blog at www.youngandinvested.com


On Oct 29 08:35 AM bexe wrote:

> Soros is a brilliant man and he knows the game.
> There is so much fraud in the system that favors those who have the
> power and are in the right place to take advantage of it. Banks like
> Goldman is making a killing from these "gifts", as Soros calls it
> or namely very cheap money (seekingalpha.com/symbo...),
> and also the very sinister HFT (high frequency trading) which is
> computerized insider trading that happens in a nano second.]]>
Ten Products that Boomed During Recession http://seekingalpha.com/article/167735/comments?source=feed#comment-723576 723576
AND we have a Keurig coffee machine in the office here so I can relate =)

I wrote a similar article on my blog about recession investing not too long ago, check it out: bit.ly/1b7QJ4]]>
Wed, 21 Oct 2009 11:22:05 -0400
AND we have a Keurig coffee machine in the office here so I can relate =)

I wrote a similar article on my blog about recession investing not too long ago, check it out: bit.ly/1b7QJ4]]>
Where Is the Gaming Industry Headed? http://seekingalpha.com/article/167533/comments?source=feed#comment-722874 722874
Also, as a gamer during my entire life, I would find it VERY surprising if the OnLive idea actually succeeded. I'm an avid believer that the future generation of gaming is online with other players (much related to social media today, and is already here with XBox Live), but serious gamers really don't care about having, as you mentioned, "real estate" in their living room. If the system is worth it, like Ps3 or whatever comes out next, the graphics and speed will justify having the tower in their living room. Who cares that it's there? A majority of controllers nowadays are wireless anyway. The extent of problems (slow, huge controller, always need to be online) with an always on-line system will definitely not be worth it compared to the benefits (just not having the system there).

Check out my blog at www.youngandinvested.com]]>
Tue, 20 Oct 2009 22:13:28 -0400
Also, as a gamer during my entire life, I would find it VERY surprising if the OnLive idea actually succeeded. I'm an avid believer that the future generation of gaming is online with other players (much related to social media today, and is already here with XBox Live), but serious gamers really don't care about having, as you mentioned, "real estate" in their living room. If the system is worth it, like Ps3 or whatever comes out next, the graphics and speed will justify having the tower in their living room. Who cares that it's there? A majority of controllers nowadays are wireless anyway. The extent of problems (slow, huge controller, always need to be online) with an always on-line system will definitely not be worth it compared to the benefits (just not having the system there).

Check out my blog at www.youngandinvested.com]]>
Awful Investing Advice of the Day, Distressed-Mortgages Edition http://seekingalpha.com/article/166563/comments?source=feed#comment-716424 716424
I was actually listening to a podcast today and apparently AIG (considerably toxic) is starting to get analyst coverage again today. How the heck is ANYBODY claiming that they understand what is going on in that company? Some people...

Check out my blog at: www.youngandinvested.com]]>
Thu, 15 Oct 2009 12:01:36 -0400
I was actually listening to a podcast today and apparently AIG (considerably toxic) is starting to get analyst coverage again today. How the heck is ANYBODY claiming that they understand what is going on in that company? Some people...

Check out my blog at: www.youngandinvested.com]]>
Dow 10,000: Better This Time Around? http://seekingalpha.com/article/166591/comments?source=feed#comment-716419 716419
Check out my blog at: www.youngandinvested.com


On Oct 15 01:06 AM Just checkin wrote:

> This is the 3rd time we've hit Dow 10,000.....]]>
Thu, 15 Oct 2009 11:58:12 -0400
Check out my blog at: www.youngandinvested.com


On Oct 15 01:06 AM Just checkin wrote:

> This is the 3rd time we've hit Dow 10,000.....]]>
The Bond Investor's Dilemma http://seekingalpha.com/article/166210/comments?source=feed#comment-714897 714897
Check out my blog at www.youngandinvested.com]]>
Wed, 14 Oct 2009 10:04:44 -0400
Check out my blog at www.youngandinvested.com]]>
What Hedge Funds Are Buying and Selling Now http://seekingalpha.com/article/166251/comments?source=feed#comment-714892 714892
Check out my blog at www.youngandinvested.com]]>
Wed, 14 Oct 2009 10:01:08 -0400
Check out my blog at www.youngandinvested.com]]>
The Differences Between Markets Now and 1929, 1973 and 2000 http://seekingalpha.com/article/165548/comments?source=feed#comment-708843 708843
Check out my blog at www.youngandinvested.com]]>
Thu, 08 Oct 2009 12:30:59 -0400
Check out my blog at www.youngandinvested.com]]>
Unemployment: We're Not Out of the Woods Yet http://seekingalpha.com/article/165546/comments?source=feed#comment-708836 708836
Check out my blog at www.youngandinvested.com]]>
Thu, 08 Oct 2009 12:28:43 -0400
Check out my blog at www.youngandinvested.com]]>
Falling Dollar: Finally Front-Page News http://seekingalpha.com/article/165538/comments?source=feed#comment-708826 708826
The raminifications of a declining dollar are actually huge. You captured it relatively well, but at the worst it could lead to a massive paradigm shift in the the world where US is no longer the controlling power it is today (and already declining). At the best, US is going to get a lot less bargaining power in the world and the dollar could even be pushed off the rails as the leading currency.

Check out my blog at www.youngandinvested.com]]>
Thu, 08 Oct 2009 12:24:35 -0400
The raminifications of a declining dollar are actually huge. You captured it relatively well, but at the worst it could lead to a massive paradigm shift in the the world where US is no longer the controlling power it is today (and already declining). At the best, US is going to get a lot less bargaining power in the world and the dollar could even be pushed off the rails as the leading currency.

Check out my blog at www.youngandinvested.com]]>
Beware the Next Bubble http://seekingalpha.com/article/165449/comments?source=feed#comment-708800 708800 Thu, 08 Oct 2009 12:10:34 -0400 The Market Is Priced to Perfection http://seekingalpha.com/article/165034/comments?source=feed#comment-705795 705795
To answer your rhetorical question of what to do when nothign is left for a rainy day? .... unfortunately probably print more pennies... aka hyperinflation. But let's hope for the best that it doesn't turn out that way. Nothing is certain until it happens.

Check out my blog at: youngandinvested.com]]>
Tue, 06 Oct 2009 16:53:33 -0400
To answer your rhetorical question of what to do when nothign is left for a rainy day? .... unfortunately probably print more pennies... aka hyperinflation. But let's hope for the best that it doesn't turn out that way. Nothing is certain until it happens.

Check out my blog at: youngandinvested.com]]>
Is Marc Faber Right About the U.S. Dollar? http://seekingalpha.com/article/165036/comments?source=feed#comment-705789 705789
Regardless, Peter Schiff has been saying the same thing for a while now and I agree with his and Faber's Pov - the US racked up some SERIOUS debt and I just don't understand how one nation could be the debtor nation for longer than it's due... eventually the debt must shift to another nation in the world and that makes the US' role in the world quite diminished.

Check out my blog at youngandinvested.com ]]>
Tue, 06 Oct 2009 16:46:48 -0400
Regardless, Peter Schiff has been saying the same thing for a while now and I agree with his and Faber's Pov - the US racked up some SERIOUS debt and I just don't understand how one nation could be the debtor nation for longer than it's due... eventually the debt must shift to another nation in the world and that makes the US' role in the world quite diminished.

Check out my blog at youngandinvested.com ]]>
Do Equities Want to Rally? http://seekingalpha.com/article/122851/comments?source=feed#comment-404279 404279 Thu, 26 Feb 2009 09:05:19 -0500 Should You Follow Warren Buffett’s Latest Moves? http://seekingalpha.com/article/121225/comments?source=feed#comment-393537 393537 www.thestreet.com/stor...) about Buffett selling American while preaching for everybody to buy American, so this is a great explanation for it. Well written.]]> Wed, 18 Feb 2009 11:25:43 -0500 www.thestreet.com/stor...) about Buffett selling American while preaching for everybody to buy American, so this is a great explanation for it. Well written.]]> Save the Wall St. Bonuses for Real Talent http://seekingalpha.com/article/117325/comments?source=feed#comment-369764 369764 Thu, 29 Jan 2009 09:42:06 -0500