Grey Owl Capital
Contributor since: 2010
Company: Grey owl capital management
Volatility Creates Buying Opportunities
Choosing Responses To External Circumstances
2 New Long-Term Prospects
Investment Returns Are Not Linear
Volatility Has Returned To The Market
Value Investing Under Siege For More Than A Decade
Macro Matters
Busted Cemetery Business With Lots Of Red Flags, Confusing Accounting, Trading At 14% Yield
Year-To-Date Portfolio Activity Offers Insight Into Grey Owl Capital Management's Philosophy And Investment Process
Bull Market Appears To Have Room To Run Despite Its Age And Weak Economic Growth
Some Interesting Equity Opportunities Despite The Fact That U.S. Stocks Are Generally Overvalued
It's The Central Bankers' Market; We're All Just Livin' In It
Why We Have Adopted Our Most Defensive Positioning Since 2008
Ignore Risk Management At Your Peril
Risk Management Paramount In Today's Market
Bonds In A Bubble, Stocks Fairly Valued - Why We Challenge These Consensus Views
All-Weather Portfolio Especially Important Now
'Opportunity Strategy' - 6 Months Of Trading Rationale And Analysis
eBay: Secular Growth In A Low-Growth World
Some Interesting Buys Despite All-Time Market Highs
Stock Market Returns Cannot Exceed Intrinsic Value Growth Forever
Why Margin Debt Matters
Will World Wrestling Entertainment Pin NBC?
5 Attractive Investments For Today's Difficult Environment
Navigating The Federal Reserve's Continuing Intervention
Stagflationary, Muddling, Sideways Economy And Market
3 Thoughts On The JPMorgan Trading Fiasco
Continuing To 'High-Grade' Our Portfolio And 3 Short-Term, High-Yield Debt Securities
With Power Prices At A Multi-Year Low, We're Looking At Exelon Corporation
A Look At 2011's Volatility And A Road Map For 2012
Core Money Market Fund Change
The Time to Prepare for Today's Volatile Markets Was Long Ago