Articles Archive for April 2010
Fundamental Analysis »
Via blog.xplana.com:
Personally, I think this is a little conservative… though kids and professors on campuses would probably know more about how motivated professors are to switch to digital textbooks. What I do know is that no one likes spending $100 for a textbook and my professors were always empathetic to this.
Obvious investment plays are Apple and Google stock. Both are probably fairly priced now. None of these companies mentioned in the article are public, but there may be more like them. Another plan would be to find a publisher who …
General, News & Interest, Stocks »
There is a great QA with Herb Greenberg over at TheKirkReport. A few snips from the article:
…
Kirk: For good or for ill, how do you see financial journalism evolving with the use of blogs and other social media?
Herb Greenberg: The good: Leveling the playing field with an enormous amount of information. Bad: Zero accountability. Beyond traditional journalists, anybody can say anything under any name - real or assumed - and in the end those same people can disappear.
…
Kirk: In all of the research you’ve done, what are …
General »
Christian no longer crossposts here, but he’s still an investor geek, blogging great stuff over at his blog at devspace.com.
Here are a few articles I found interesting:
Why “You Should Have Known Better” Does Not Cut It!
Why The Republicans are Wrong To Block the SEC!
Why We Are Not Buying Apple IPads
WRT to the Euro: CNBC Talking Heads are IDIOTS!
Reviews »
I am currently reading The Snowball: Warren Buffett and the Business of Life in bits and pieces. It’s very entertaining.
This is not the type of book I would normally purchase or maybe even pick up at the library. I’m as interested in Warren Buffet as anybody, but this thing is pretty thick and daunting. Lucky for me, publishers send me books to review all the time. (And there just hoping for a link like the one above and maybe an Amazon review. I should give them that more often.) So …
Asides, News & Interest »
I haven’t touched an RSS feed/reader in over a year, but I’m getting back into Google Reader… trying to bring interesting things to your attention.
Anyway, this guy emailed us a while ago with his list of the best 100 Finance RSS feeds. Obviously link bait, but the list is decent. I’ll add some of these to my reader.
Featured, Headline, News & Interest »
I wanted to comment briefly on the whole Goldman Sachs thing. The accusation, if you aren’t familiar, is that Goldman, with the help of or on behalf of John Paulson, created these mortgage CDOs that were basically setup to fail. That would allow John Paulson and Goldman to short the CDOs while at the same time Goldman sold them to their clients.
It’s all a lot more complicated than that of course. Goldman Sachs is a big company that does a lot of stuff. They have clients on different sides of …
Featured, Headline, Stocks, Technical Analysis »
Got an email from the friendly folks at ycharts.com. I’m sure you all have your favorite chart sites and tools. Most of these sites don’t offer much more than the basics or hide some stuff behind fees. So I almost didn’t look at YCharts. However, their charts are really nice, and they can chart some data not available on other sites like EPS/Revenue/ROE growth. Take a look if you haven’t already.
Stocks, Technical Analysis »
via Crossing WallStreet:
For about 18 months, the share prices of Apple (AAPL) and Goldman Sachs (GS) followed each other pretty closely (though Apple has many more shares outstanding).
As recently as six months ago, both stocks had the same share price. Today, however, Apple’s stock is worth $85 more than Goldman.
