Stock Analysis
Jesse Livermore: Parallels Between 1920s and Today
There are lot of similarities between the 1920s and today. In fact Livermore’s quote says it all: “There is never anything new on Wall Street, because speculation is as old as the hills.” Jon talked about how the 1924-1929 bull market was rigged by stock manipulators.
Valuex Vail: Coming at Shale Oil from a Different Angle
The U.S. oil market, which is going through one of its largest transformations in decades. In fact, watching this market is like watching the invisible hand of a maestro conduct a gigantic orchestra within the constraints imposed by various laws and regulations.
Deep Thoughts from the Valuex Vail Conference
Valuex Vail is over. The three days of this investing conference, which I organize, are probably the most stimulating three days of the year for me.
Presentations from VALUEx Vail 2013
I've written a series of five articles sharing my thoughts from the VALUEx Vail conference. They will be published over next few week on Institutional Investor.
Finding Investment Value Outside the U.S.
U.S. investors have been brainwashed into thinking that whenever we venture beyond our shores we take on more risk.
Are We There Yet?
Are we still in the grip of a treacherous sideways market, or we are now entering into a secular bull market?
Tweets from Warren Buffett’s Woodstock
Over the years, the beginning of May has turned into a wonderful tradition: a trip to Omaha to Buffett’s Berkshire Hathaway annual meeting.
Mea Culpa – Whistler Blackcomb
Our investment process is both qualitatively and quantitatively intensive. Throughout the course of a year we look at hundreds of companies.
Whistler Blackcomb Beckons for Investors
I recently stumbled on another, no-less-intriguing ski resort: Whistler Blackcomb in British Columbia.
Video: I Like Big Dividends and I Cannot Lie
This song was part of Vitaliy Katsenelson's presentation at the Value Investing Congress in Las Vegas in 2013. The theme of the presentation - I Like Big Dividends and I Cannot Lie.
I Like Big… and I Cannot Lie – Presentation
My presentation at Value Investing Congress in Las Vegas in 2013
See You in Omaha, Again!
Over the years the beginning of May has turned into a wonderful tradition: the trip to Omaha to Buffett’s Berkshire Hathaway annual meeting.
Finding Yield and Value in Dividend-Paying Stocks
If I were a dividend, I’d fire my press agent. I’d be jealous and feel neglected because stock prices get a lot more attention than they deserve.
How HP Can Navigate the Information Superhighway
Когда Hewlett-Packard Co. обсуждается в средствах массовой информации, она изображается как компьютерная компания. На первый взгляд, это имеет смысл: HP ...
No Kodak Moment for Hewlett-Packard
After the shares of Hewlett-Packard Co. had been halved from about $48 earlier that year, I made a case for the stock.
Michael Dell, Who’s Your Daddy?
Michael Dell should ask himself: "Who is my daddy?" His current daddy makes it impossible for him to transform Dell from a PC maker into a technology services company.
Buffett Buying Heinz – Not As Expensive as Appears
Berkshire Hathaway buying Heinz is unlike any deal Buffett has ever done. In his past deals he was always a passive owner.
How Much Would You Pay for the Apple Ecosystem?
Apple’s ecosystem is an important and durable competitive advantage; it creates a tangible switching cost after Apple has locked you into the i-ecosystem.
Understanding Apple Requires an Analysis of Fundamentals and Psychology
What makes Apple stock difficult to own is psychology. The company’s success since 2000 is a black swan.
Looking for “Herbal” in Herbalife
Months before the recent Sturm und Drang surrounding nutritional-supplement maker Herbalife, my firm took a long, hard look at the company.
On Y! Breakout – Apple (not yet)
I was on Yahoo! Breakout with terrific Jeff Macke discussing Apple ….
