August 6th, 2011
Tags: DELL, Linkfest, MSO. In no particular order:
How Dell Has Reinvented Itself (Fast Company) Disclosure: Long DELL The 30-Foot Jump (Sports Illustrated) Building a 21st Century Financial System (Umair Haque) As atheists know, you can be good without God (USA Today) Martha Stewart: The Comeback That Wasn’t (NY Mag)
What are you reading?
August 6th, 2011
Tags: Financial Shenanigans, KKD, SBUX. Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports
By Howard M. Schilit and Jeremy Perler

Today I am continuing my in-depth review of Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial . . .
→ Read More: Financial Shenanigans – Chapter 14: Showcasing Misleading Metrics That Overstate Performance
August 5th, 2011
Tags: BBY, GME, RSH. Anyone net long in the markets felt like this after yesterday’s close:
Image source: BrokersHandsOnTheirFacesBlog.tumblr.com (Brilliant!)
It is understandable. You (and I) took a wollaping. Good companies fell with bad. Nothing seemed to make sense. Fundamentals? Pssh. Fundamentals be damned. The market didn’t give a damn. Just sell. Sell and get me the hell out of everything. Put your head between your knees and prepare for . . .
→ Read More: Market Contraction? Value Investors Rejoice! ($BBY, $GME, $RSH)
August 4th, 2011
Tags: AMSG. AmSurg Corp. (NASDAQ: AMSG) owns and operates “ambulatory surgery centers” (also known as outpatient or same-day surgery centers) in partnership with physicians throughout the United States. I came across the company in mid July when I read an article by John Reese, the founder and CEO of Validea Capital Management and author of The Guru Investor: How to Beat the Market Using History’s Best Investment Strategies. I’ve enjoyed other articles by John so when I saw a Globe and . . .
→ Read More: AmSurg Corp: Free Cash Flow not what it seems ($AMSG)
August 3rd, 2011
Restructuring and Workouts: Strategies for Maximising Value
Consulting Editor: Ben Larkin

Today I am reviewing the book Restructuring and Workouts: Strategies for Maximising Value. This is an ongoing process, so send me your feedback as to how I . . .
→ Read More: Restructuring and Workouts: Strategies for Maximising Value
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