$FOXA short idea Trump son-in-law makes approach on post-election TV start-up
This would have to go down as ununsual twist of Karma if Fox News got a strong competitor out of their embrace of Trump's candiacy. Source: Trump son-in-law makes approach on post-election TV…
3rd Quarter Partner Letter
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Portfolio holdings 10-14-16
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Portfolio holdings 10-7-16
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$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…
Portfolio holdings 9-30-16
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Yellen says Fed purchases of stocks, corporate bonds could help in a downturn
Wow- the Fed is backstopping the market? The Federal Reserve could get benefits from buying assets other than long-term U.S. debt if in a future downturn, Chair Janet Yellen said. Source: Yellen says…
USA TODAYs Editorial Board: Trump is unfit for the presidency
Certainly in the short run and probably in the long run, the Presidential race will have a major impact on the stock market. So I am paying a lot of attention to polling. After you read this…
Infrastructure Stocks Could Rally on Higher Spending - Barrons
We have a position in US Concrete. USCR primarily because of Divisional officer Poulsen's purchase of 18,000 shares in August at $56 per share. The stock closed Friday at $48.35. Needless to say…