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November 18, 2017

We continue our blog series: Market Musings, Volume 1, Edition 10, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present Tesla's Truck Unveiling and Two Short Possibilities.

1. Tesla's Truck Unveiling - T...

November 16, 2017

We continue our blog series: Market Musings, Volume 1, Edition 9, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present Doubling Down on VIAB, An Arb Play and Travolta's Insanely Cool Airport House.

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November 13, 2017

We continue our blog series: Market Musings, Volume 1, Edition 8, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present Earnings Odds and Ends.

Thankfully, Q3 earnings season is winding down a bit. Almost...

November 12, 2017

We continue our blog series: Market Musings, Volume 1, Edition 7, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present Three Hard Lessons Learned.

Reflecting on past mistakes and learning hard lessons th...

November 10, 2017

We continue our blog series: Market Musings, Volume 1, Edition 6, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present Clash of the Titans III: Allergan versus Valeant.

As with our prior Clashes (TM), we...

November 9, 2017

We continue our blog series: Market Musings, Volume 1, Edition 5, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present How Hard Is It (Really) To Raise $600,000,000 Or More?

In the course of a conversati...

November 7, 2017

We continue our blog series: Market Musings, Volume 1, Edition 4, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present Clash of the Titans II: General Motors at $42 versus Tesla at $306.

As mentioned in...

November 6, 2017

We continue our blog series: Market Musings, Volume 1, Edition 3, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present Clash of the Titans: Viacom at $24 versus Netflix at $200.

Often people try to justi...

November 4, 2017

We continue our blog series: Market Musings, Volume 1, Edition 2, giving our (hopefully not too random) thoughts on recent goings-on in the markets and to document our stock market views and long/short ideas for posterity (knock on wood, not in a way...

November 3, 2017

We begin a new blog series today: Market Musings, giving our (hopefully not too random) thoughts on recent goings-on in the markets and to document our stock market views and long/short ideas for posterity (knock on wood, not in a way that looks fool...

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