As ISIS advances on Baghdad, Iraq parliament bumps up its next meeting | News | DW.DE | 08.07.2014
A very knowledgeable contact of mine best described as a military atache' with deep mideast connections,knowledge, and experience says things in Iraq and region are far worse than the public knows.…
Stocks go up, continued.. our best month YTD
I'm not complaining, really. June was the Fund's best month of the year. I'd prefer a bull market to a bear and there is not doubt we are in the mother of the all time greatest bull market. Just…
Stocks go up, it's a wonderful thing, stocks do not go down, it's a very bad thing
There is something very unsettling about this market. Perhaps there is no better example than the news of Twitter appointing a new CFO today. Twitter is up over 4% at the time of writing on their…
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…