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The Alpha MastersUnlocking the Genius of the World’s Top Hedge Funds By Maneet Ahuja
Today I am reviewing The Alpha Masters: Unlocking the Genius of the World’s Top Hedge Funds. Read my other book reviews here. Like greedy children we investors tend to cling to every nugget of news about . . .
The OutsidersEight Unconventional CEOs and Their Radically Rational Blueprint for Success By William N. Thorndike, Jr.
Today I am reviewing The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success. Read my other book reviews here. You’ve undoubtedly heard of Jack Welch the celebrity “CEO of the Century” who . . . The following is a reader submission on PhotoMedex (NASDAQ:PHMD). Frank’s Disclosure: No position in any of the securities mentioned. ———————————- IS PHOTOMEDEX POISED FOR A SHORT SQUEEZE? SUMMARY Photomedex (“PHMD”) is a heavily shorted stock which we think is a compelling long, especially considering the possibility of a major short squeeze. Despite the large short position (25%+ of float, ~20% cost to borrow), PHMD is actually an undervalued (5.1x 2013E Adj EBITDA) , unlevered (20% of its . . . Saj Karsan of the always great BarelKarsan.com value blog has created a new, free tool for investors: ConferenceCallTranscripts.org. The site acts as an aggregator of conference call transcripts from sources all over the web. Users sign up for free, add companies to a personal list, and then receive immediate alerts when a conference call transcript is posted online for one of those companies. Saj has recently expanded the site beyond conference calls to also include each company’s filings, . . . The following two YouTube videos contain the complete audio of David Foster Wallace’s 2005 commencement speech, This is Water, at Kenyon College. The speech is nothing short of brilliant (not unexpected given the speaker) and worth your time to listen to… weekly. For those who prefer, the transcript it available here (though I think it loses some of its power to read it). Enjoy! |
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Copyright © 2013 Frank Voisin. All Rights Reserved. Content may not be copied, distributed, re-transmitted, or re-posted in any form without prior approval. Any quotes must include credit to the author including a link to the original source. The information found on this site should not be considered to be investment advice. Any investment decisions you make should be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance, and liquidity needs. The author is not a registered investment advisor and does not represent the information on this site as a recommendation for readers to buy or sell the securities under discussion. All information contained herein is believed to be accurate at the time the information is posted. However, it is possible that errors may exist on this site. The reader should conduct his or her own due diligence and not, under any circumstances, rely on any of the information presented on this site. All liability for the content of this website, including any omissions, inaccuracies, errors, or misstatements is expressly disclaimed. Always complete your own due diligence. The author will disclose positions held in securities under discussion at the time of posting, however the author will NOT update prior posts or otherwise communicate changes in market positions after the time of posting. Powered by WordPress & Atahualpa |
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