Thursday, April 25, 2013
Tuesday, April 23, 2013
AIG, COH (2)
Can today be it? Or more room?
Probably the later till late May ---"sell in May, then go away"
Probably the later till late May ---"sell in May, then go away"
Monday, April 22, 2013
David Einhorn
David Einhorn grew up in Milwaukee and graduated from Cornell. He learned the hedge fund business from Gary Siegler and Peter Collery, who managed the SC Fundamental Value Fund. David Einhorn is one of the most successful long/short equity hedge fund managers of the past decade. David Einhorn’s Greenlight Capital returned 15.9% in 2010, and 21.5% since its inception in 1996. Greenlight Capital’s market beta is around 0.5, meaning if they didn’t have any stock picking skill, they would have returned about half of the market’s return.
“We try to find things that are misunderstood,” says Einhorn. “And then if we think something is misunderstood then we figure out if it’s misvalued. And if we figure out that it’s misunderstood and misvalued, then we tend to invest”.
Example Top Holdings
Showing:
| No. | Security | Ticker | ||||
|---|---|---|---|---|---|---|
| 1.) | AAPL | |||||
| 2.) | GM | |||||
| 3.) | CI | |||||
| 4.) | MRVL | |||||
| 5.) | CSC | |||||
| 6.) | DLPH | |||||
| 7.) | AET | |||||
| 8.) | MSFT | |||||
| 9.) |
Market Vectors E T F Trust
| |||||
| 10.) | NCR | |||||
| 11.) | STX | |||||
| 12.) | ESV | |||||
| 13.) | CBS | |||||
| 14.) | VMED | |||||
| 15.) | XRX | |||||
| 16.) | AHL | |||||
| 17.) |
Apple IncCALL
| AAPL | ||||
| 18.) | DST | |||||
| 19.) | BAGL | |||||
| 20.) | S | |||||
| 21.) | BWC | |||||
| 22.) | YHOO | |||||
| 23.) | LM | |||||
| 24.) | OAK | |||||
| 25.) | ABX | |||||
| 26.) | NVR | |||||
| 27.) | GOOG |
Friday, April 19, 2013
Economist should do as Darwin
Charlie Munger once said:
Darwin tried to disconfirm his ideas as soon as he got 'em. He quickly put down in his notebook anything that disconfirmed a much-loved idea. He especially sought out such things. If you keep doing that over time, you get to be a perfectly marvelous thinker instead of one more klutz repeatedly demonstrating first-conclusion bias.
Thursday, April 18, 2013
Tuesday, April 16, 2013
Friday, April 12, 2013
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