Prominent Economists, Including Eight Nobel Laureates: ‘Do Not Vote for Donald Trump’ - Real Time Economics - WSJ
“I don’t normally engage in politics, but I decided to sign this one because I think that the destruction that Trump’s campaign tactics have done to the institutions of this nation is a great moral…
Portfolio holdings 10-28-31
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Portfolio Holdings 10-21-16
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1993 Letter from George H.W. Bush to Bill Clinton Resurfaces, Goes Viral | National News | US News
What a class act George Bush, Sr. was. I voted for him but I grew to respect Clinton greatly and I'm excited to have him back in the White House, if only as 1st Man. The market averaged 20% per annum…
$FOXA short idea Trump son-in-law makes approach on post-election TV start-up
This would have to go down as ununsual twist of Karma if Fox News got a strong competitor out of their embrace of Trump's candiacy. Source: Trump son-in-law makes approach on post-election TV…
3rd Quarter Partner Letter
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Portfolio holdings 10-14-16
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Portfolio holdings 10-7-16
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$TWTR how do you figure what it is worth?
Valuation is thought of as relative valuation and absolute valuation. On an absolute value many stocks in the tech arena such as Amazon appear to be overvalued. Its only on a relative value metrics…
$ENH, When an insider buys a large amount of stock for no apparent reason, there generally is one
Endurance Specialty Holding, ENH rocketed up 36.48% today when the Dow Jones News Servicer reported that ENH confirmed that it's in advanced discussions about a potential strategic transaction with…