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Thursday, May 24, 2012
Deconstructing Sony: Some-of-the-Parts Have Value
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OK, so this is a company I really, really would love to love. I grew up with their products and thought they were great. But things haven...
6 comments:
Tuesday, May 22, 2012
Einhorn's Macro Trades
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We know that Einhorn has taken a view on some sovereign credit, Japanese yen and gold etc. So I thought I'd take a quick look at his ma...
15 comments:
Monday, May 21, 2012
Greenlight Re Investor Meeting Notes 2012
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I attended this event today and here are some notes. As usual, this is not intended to be a comprehensive summary at all so I won't get...
10 comments:
SEB: Seaboard Corporation
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Not to get too caught up with Leucadia and what the smart folks there say, but this "wind at your back" and "protein" ta...
6 comments:
Friday, May 18, 2012
JCP: Johnson Premium Gone
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So JCP tanked this week on bad earnings; it closed the week at $26.29/share. I think this is an interesting situation but haven't don...
1 comment:
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