Google, Facebook, Twitter: Not Enough Dollars to Go Around - Barrons.com
I'm glad to see someone else echoing my view. Google seems the most vulnerable in my opinion as the only model the company has is an ad model. At stunning figure seldom mentioned is that the Safari…
BFAM announces secondary offering- another Bain private equity feeding at the trough
Bright Horizon Family Solutions announced a secondary this afternoon as we expected. Glad we are short the stock, not happy we are not short more. After trying to cover small amounts with almost…
Apple in Talks with Comcast About Streaming-TV Service - WSJ.com
Game, Set, Match. I can't imagine Amazon or Google can be too happy about this. If it comes to pass, two virtual monopolies will band together and become one, unstoppable ,unmoveable force. I just…
Buy Russia After the Plunge? A Crazy Idea That Usually Works - Focus on Funds - Barrons.com
http://blogs.barrons.com/focusonfunds/2014/03/21/buy-russia-after-the-plunge-a-crazy-idea-that-usually-works/?mod=BOLBlog Controversial, but apparently it works well for the patient investor. I don't…
Goldman: Fuel Behind The Five-Year Stock Rally Is Running Low - MoneyBeat - WSJ
lPrintBy ALEXANDRA SCAGGS CONNECT REUTERS Five-years after U.S. stocks hit their financial-crisis low, Goldman Sachs strategist David Kostin says it’s going to be an uphill battle for stocks…
The Inside Scoop: Officers and Directors Are Bearish - WSJ.com
What I've been saying for some time. The important thing to remember is that not all insiders are bearish. There are still pockets of opportunities. The point being it will be hard to generate…
AHEAD OF THE TAPE: Vail Resorts Faces a Risky Slope - WSJ.com
People that live and ski here scratch their heads and wonder how Vail will ever recoup the approximate $350 million paid for the Canyons without the real estate. That's a lot of liability for piazza…
Seth Klarman On "Born Bulls", Bitcoin, & "The Truman Show" Market | Zero Hedge
Interesting read. Note the SaxAngle has nearly 50% of its portfolio in cash although dare say we know anywhere near as much as legendary Seth Klarman. I'd like to short more but the crap keeps…
Cramer: Kinder Morgan Energy Partners KMP Rich Kinder Is a Bankable CEO - TheStreet
Jim Cramer says the markets turn on Rich Kinder, CEO of Kinder Morgan Energy Partners KMP_, is a mistake because of his companys performance over the long term.Cramer notes that while many people…
