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Greenlight Capital: Retail Investors Can Buy a Top Hedge Fund for Close to Book Value - Seeking Alpha
Aug 18, 2011
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Gold Is Not the Bubble - Apple Is
Oct 25, 2010
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Dr. Pepper Snapple: Getting Sweeter With Rising Dividend, Almost 3% Yield and Stock Buybacks
Sep 24, 2010
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Avoid Treasuries - At Least for Now
Very, very sound advice.
Aug 24, 2010
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The World According to Seth Klarman
Nice recap of Seth Klarman's talk at CFA Institute in Boston.
May 20, 2010
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So This Is What Happens When Computers Run the Markets
As always, prudent advice from Mr. Brand of Peridot Capital.
May 6, 2010
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Lions Gate: Worth More Than Icahn’s Offering
Lions Gate's Board is right (Icahn's offer is inadequate). Icahn is right, mgmt has done nothing to help $LGF stock.
Mar 24, 2010
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Novell Turns Down Unsolicited Offer: What's It Worth and Who's Buying?
Nice review of Novell $NOVL by Larry Dignan of ZDNet following Elliot Associates' unsolicited bid. NOVL doesn't seem so interesting (offering as much "value") at $6
Mar 22, 2010
