BusinessWeek Video Interview

I talked to Jim Ellis at BusinessWeek about my book Active Value Investing. As you will see, if you tie my hand I'd go mute.

BusinessWeek Video Interview

I talked to Jim Ellis at BusinessWeek about my book Active Value Investing (here is a link to the video).  As you will see, if you tie my hand I’d go mute.   At about the same time I talked to TheStreet.com (here is a link to the video) about Apple (AAPL) and Jackson Hewitt (JTX).   It was taped right next Wall Street in October 2007.

Please read the following important disclosure here.

New to investing?

Explore these valuable guides to get started.

Related Articles

Your Sophist Filter On CEOs, Cynics, and the Voice in Your Head

Your Sophist Filter: On CEOs, Cynics, and the Voice in Your Head

A great speaker can bend logic with emotions and exert undue influence on your decision making. The better someone speaks, the more discriminating your Sophist filter needs to be.
Depressing Reasons Why I Am Bullish On Gold

Depressing Reasons Why I Am Bullish On Gold (part 2)

Here is what changed my mind. Not something about gold, but many things about the dollar. The US dollar is the world's reserve currency. It has had a well-deserved place since WWII, and that rested on three things: the largest, steadiest, most diverse economy; a politically stable democracy; the best military.
Narrative Change

Narrative Change (part 1)

Narrative change is a reversal of mass behavior. Economics and stock market valuation are governed by soft laws, but the reality bent by human behavior can disagree with these soft laws for much longer than rational actors would expect, or stay solvent. The change, going from euphoria to despair, is a change in narrative.
Todays Market = 1999 Capex + 2008 Credit

Today’s Market = 1999 Capex + 2008 Credit

I wrote in the past that the AI rollout feels a lot like déjà vu of the 1999 telecom bubble. Today's AI bubble has elements of both the 1999 overinvestment in internet infrastructure and the 2008 collapse of financial instruments that infected the banking and financial system.

Leave a Comment