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Speed Traps and Value Traps
Two finance professors from UCLA and the Helsinki School of Economics released a study exploring the correlation between individuals prone to getting speeding tickets and the tendency to churn...
View ArticleNetflix Fails to Deliver
I wrote about my short thesis on Netflix (NFLX) just about ten days ago. The company just the other day reported growing earnings but disappointed with a weak outlook. The stock fell a whopping 24% as...
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Investing Linkfest 5/27/08
Last week, I attended Zions Bank’s (ZION) 7th Annual International Trade and Business Conference. Most of the speakers were very interesting. John Howard, the former Prime Minister of Australia, gave...
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Samurais, Jihadists, and Masters of the Universe
Earlier this month, Macquarie Group Limited (ASX:MQG), announced record profits on higher fees earned from deal making and strong equities trading. Macquarie is the leading investment bank in Australia...
View ArticlePlease Don’t be a Noob
Don’t start giving in to panic as the market works its way lower. Sure some once impressive financial institutions are going the way of dinosaurs. Perhaps your 401(k) looks like it might lose weight...
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Patrick Byrne Vindicated
Patrick Byrne, CEO of Overstock.com (OSTK), was one of the lone voices sounding caution while the market was steadily marching upward to record levels. In good times when everyone in the market is...
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Investment Banking Exodus
Even the mighty are falling. The last two major independent investment banks on Wall Street, Goldman Sachs (GS) and Morgan Stanley (MS), have received permission from the Federal Reserve to convert...
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When CEOs Become the Soul of a Company
Have you ever wondered what could happen to the stock price of Berkshire Hathaway (BRK-A) when its amazing CEO, Warren Buffett, is no longer able to captain the ship or passes away? This topic has...
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Long Term Capital Mismanagement
Henry Paulson, the Secretary of the U.S. Department of Treasury, recently announced a plan to purchase equity stakes in large public financial institutions to stem the tide of bankruptcies and failures...
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Thick Turbid Transparency
You have to like Hank Paulson. The Treasury Secretary grew up on a farm in Illinois. Many leaders in American history learned the value of hard work while planting seed and harvesting crop. George...
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