Market Musings - March 25, 2019
We continue our blog series: Market Musings, Volume 3, Edition 2, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present UPDATED: Whitney Tilson Vindicated (Sort Of). Everybody loves to mock Whitney Tilson. Or, at least, used to love mocking him prior to the demise of his hedge fund Kase Capital (fka T2 Partners). Witness, for example, the following snark-infested Tilson-related news items from recent years: Regarding the last Til
Market Musings - March 2, 2019
After a bit of a hiatus, we continue our blog series: Market Musings, Volume 3, Edition 1, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present "Dell, Tesla, Netflix and the Rule of 2X". Back in 1999, Dell Computer Company was the toast of the stock market, with shares exploding upwards during the Tech Bubble. Below we show the growth in Dell's stock price, adjusted for splits, from its 1989 IPO until it was taken private in 201
