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Thursday, September 20, 2012
DoubleLine Capital Valuation Hint
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So here's another followup post, this time for my OAK/DoubleLine post ( here). Jeffrey Gundlach was on CNBC yesterday and talked about...
6 comments:
Wednesday, September 19, 2012
Leucadia FMG Note Resolution
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This is just a quick follow-up to my LUK posts; today Fortescue and Leucadia came to an agreement on the 4% notes. People who follow LUK kn...
10 comments:
Thursday, September 13, 2012
Special Opportunities Fund (SPE)
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So someone posted a recommendation for SPE in a comment on this blog so I decided to take a look. As I posted before, I am not a big fan of...
17 comments:
Tuesday, September 11, 2012
Quick Comment on Fundamental Analysis
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So the conversation I overheard this weekend that I mentioned in the previous post reminded me of something. Back when I used to talk a lot...
12 comments:
DF Spinoff, Mr. Market, When to Sell etc.
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So it's been a while since I posted. Some late summer, beginning of the school-year business, some laziness and some dead-ends is my e...
5 comments:
Friday, August 17, 2012
Oaktree's Grand Slam
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I don't plan on updating things every quarter on companies I mention here; figures will go up and down over the short term due to market...
7 comments:
Friday, August 10, 2012
World War III and the Stock Market (and other random thoughts)
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I've read the 1934, 1940 and 1988 editions of Securities Analysis but haven't read the 1951 and 1962 editions. For whatever reason,...
18 comments:
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