The two smartest value-oriented investors writing blogs just simultaneously threw in the towel on Microsoft.
July 2012
Wilco's 'Art of Almost' (Live on Fallon)
Video.
ARE YOU NOT ENTERTAINED?
“My broker gets me IPOs” is one example of things clients don’t say anymore.
Hot Links: The Land of Disasters
Your morning financial links, expertly curated.
Foreclosure Flipping
Cartoon.
"I'm not familiar with your work"
I met a partner from one of the largest and oldest brokerage firms in Manhattan this evening, I was introduced to him as “Josh the blogger.” He looked to be mid- to late-50’s – white hair, monogrammed dress shirt etc. Upon the introduction, he said “I’ve heard of The Reformed Broker, but I’m not familiar…
The Wolf of Wall Street Cast Comes Together
Big movie coming.
Throwback: The Making of 'Appetite for Destruction'
Throwback.
Nine Financiers
“Things have been bad with me.”
David Einhorn on the Europe Sitch
Greenlight Capital’s David Einhorn opens his July letter with a touch ‘o the macro…
