Perion Network: Are the Risks as Bad as Some Suggest? ($PERI, $AVG, $GOOG)

The following is a reader submission rebutting a recent Seeking Alpha article on Perion Network Ltd (NASDAQ: PERI).

Frank’s Disclosure: No position in any of the securities mentioned.

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Last week Vince Martin wrote a Seeking Alpha article on Perion Network (PERI) which seemed to cast a negative view on the company.  We have been following the company for a while and are far more optimistic about its prospects.  It’s unclear if Mr. Martin even bothered to speak with . . .

→ Read More: Perion Network: Are the Risks as Bad as Some Suggest? ($PERI, $AVG, $GOOG)

Mohnish Pabrai: Private Lessons from Buffett & Munger

Nassim Taleb at Google

Here’s the great Nassim Taleb speaking at Google:

View at Youtube here

Kyle Bass: AmerCatalyst 2012 – The Entanglement

Kyle Bass’ keynote presentation at AmerCatalyst 2012:

(If this video doesn’t work, see it at Youtube here)

Kyle Bass: This is the Most Difficult Time to Invest

Kyle Bass at Darden School of Business discussing the end of the debt supercycle, Yen devaluation, and the difficulty of the current investing cycle: