Stuff I’m Reading this Morning… Greenbackd’s monthly list of stocks with activist positions. (Greenbackd) I’m making this one the post of the day: All about compounding. (InvestingCaffiene) Bill Ackman, David Einhorn and others share their best investing ideas. (Clusterstock) Peter Maass has a new book out about the violent world of crude oil. (USAToday) Bill…
Greenback’d
Hot Links: Ackman, Leno & Goldman's BRIC Picks
Stuff I’m Reading this Morning… Goldman Sachs is recommending the BRIC-related stocks going into earnings season, here are their 50 favorite plays: (PragCap) The most important news of the day. (Clusterstock) Pershing Square’s Bill Ackman has a new short position. (DealBook) Classic: NBC wants Jay Leno to have an affair! (BorowitzReport) Pessimism Porn takes a…
Hot Links: Nat Gas, Mark Mobius & the NY Yankees
Stuff I’m Reading this Morning… Greenback’d posted the July mega-list of activist investor situations. Awesome. (Greenback’d) Piker gamblers hurting the casino business. (WSJ) Taobao.com is a monster of e-commerce in China. (NYT) Community newspapers doing ok, small is beautiful. (AP via YahooFinance) The 3 stages of a bear market illustrated. (InvestmentPostcards) My boy Todd Sullivan…
