Short selling is the best insurance
Last year Charlie Munger took much pleasure at castigating Doug Kass as the selected short seller of Berkshire stock. The utter disdain Munger and probably Buffett had for short sellers was best…
Window dressing
Window dressing is a strategy used by mutual fund and portfolio managers near the year or quarter end to improve the appearance of the portfolio/fund performance before presenting it to clients or…
GoPro IPO and Google's Nest & Dropcam Deal Leave Ambarella Sitting Pretty
GoPro IPO and Google's Nest & Dropcam Deal Leave Ambarella Sitting Pretty By Rick Munarriz Ambarella (NASDAQ: AMBA ) seems to be hanging around the cool kids these days. Its two biggest…
Candid Winmark Leader John Morgan Has No Filter
Candid Winmark Leader John Morgan Has No Filter by John Mowers We picked up a sizable position in the last two days in a very unglamorous business with quite compelling financials. I thought this…
8 Business Development Dogs Beget 10% To 19% June Upsides | Seeking Alpha
We have recently purchased several of these dogs as insiders have been barking loudly about the opportunity. Seriously this is one of the few areas in the market where insiders are buying. Names we…
Fed Challenge
We are long TIPS, short TLT. This is a trade that will need leverage to work well but it isn't very volatile. Iraq meltdown is a wildcard though and we have a light position on now. Another firm…
Paypal should move quick to name Braintree CEO
Ebay will be well served to move quickly to replace departing PayPal President David Marcus with their recent purchase of Braintree President and Founder, Bill Ready BILL READY CEO , Braintree…
The Value Trap- Walter Energy
Value investing is considered riskier than growth investing. At least that's what they teach you in modern portfolio theory as taught in business schools today. Value investor's want to purchase a…
A sure fire way to beat the market, I guarantee it!
Everyone in my business is consumed with beating the market. What if I told you I knew a sure fire way to beat the market? It's simple really. Buy the SPY, the S&P 500 ETF, on margin. You'll…
As predicted PPI was hot, CPI will be hotter
The PPI number came in hot. I expect the CPI number tomorrow, Thursday, to come in blazing hot. I keep looking for asymmetrical ways to express this view. In other words, limited downside,…