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I'm an individual investor working within a value investment framework with a long term investment horizon. That being said, I'm always looking for shorter term special situations as well. I think the markets provide opportunity for outsize profit, and I remain unconvinced of the ability of CAPM or the EMH to adequately describe the financial universe. I'm always interested in learning new things, and credit Graham, Dodd, Lynch, Klarman, Malkiel, Fisher and a few others for framing my perspective on the art of investing.
Stocks - long, Stocks - short
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I have been adding
on the way down. There's a long term trend of their costs falling faster than their revenue.
Aug 2, 2010
I wonder what he sees in JOE
Bruce Berkowitz: The Invisible Giant
Monday's Economic Calender ...
Wall Street Breakfast: Must-Know News
Cool insight. I wonder if t...
Preliminary Examination of Investor Timing For ...
I like the free cash flow D...
Dean Foods: A Bargain in the Making?
It's hard to like S with $7...
High Conviction: A Telecom Stock With Growing S...
XOHO Short Term Anomolous Opportunity
Leap Frog @ Calender 2011 Start (Dissapointments Abound)
5/6/10 Macro View and Specific Equity Picks for the Long Term
Full Continucare Report
Xignite quote data
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