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Articles tagged with: Investing

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[11 Apr 2010 | One Comment | 7,430 views]
Take a Walk

Wait for the fat pitch. That’s what great baseball hitters do. The fat pitch is one that is so juicy and perfectly served to you that you can no doubt take a swing and hit a homerun.
Fat pitches don’t come often. Life is a cunning pitcher. So good hitters don’t swing at everything. They pass on dozens of balls, take walks, and just wait for that one perfect pitch.
The point is to be selective. Every pitch that comes your way looks tempting. But just as you swing at one, it┬ácurves …

Entertainment, Investing, Sports »

[25 Nov 2008 | One Comment | 820 views]
Will Christmas Come Early?

Rumors abound that my beloved Boston Red Sox plan to bid vigorously for the services of free agent Mark Teixeira and Japanese pitching phenom Junichi Tazawa. Although I’d like to see the team take the challenge of developing and sustaining a winning team in a major market with a Moneyball philosophy, I’m actually excited by the possibilities of these two signings. I’d rather see the team stay competitive while reducing its overall payroll, but if we’re going to spend money in the free agent market, then we should spend the …

Hedge Funds, Investing, Leadership, Trading »

[24 Nov 2008 | One Comment | 3,124 views]
Thick Turbid Transparency

You have to like Hank Paulson. The Treasury Secretary grew up on a farm in Illinois. Many leaders in American history learned the value of hard work while planting seed and harvesting crop. George Washington was a farmer. Thomas Jefferson was a farmer and envisioned our country as a republic of farmers with a strictly limited federal government. That was when agriculture dominated the economic composition of the United States. Since then, the original federation of thirteen states has grown to fifty while the percentage of the citizenry employed in …

Entrepreneurship, Features, Hedge Funds, Investing, Latticework, Randomness, Startups, Technology »

[1 Nov 2008 | 8 Comments | 5,020 views]
Thriving in Tough Times

I don’t get things right as much as I’d like when it comes to the market but my Latticework Linkfest back in late February was spot on:
In times of recession, when unemployment is high, the unemployed go back to school to add marketable skills and increase future earnings power. The leading companies in for-profit education include Strayer Education (STRA), DeVry (DV), ITT Educational Services (ESI), Career Education Corporation (CECO), Capella Education (CPLA), Corinthian Colleges (COCO), and industry giant Apollo Group (APOL). Apollo operates the ubiquitous University of Phoenix campuses. This …

Hedge Funds, Investing, Trading »

[26 Oct 2008 | 4 Comments | 4,947 views]
Long Term Capital Mismanagement

Henry Paulson, the Secretary of the U.S. Department of Treasury, recently announced a plan to purchase equity stakes in large public financial institutions to stem the tide of bankruptcies and failures brought on by the credit crisis. By buying shares in big banks, the government is essentially providing much needed cash to stabilize the companies and provide for some liquidity and credit stimulus. This is just one of many actions announced in an attempt to diffuse the credit crisis. Equally busy are Ben Bernanke and the Federal Reserve. Paulson swears …

Entertainment, Investing, Sports »

[24 Oct 2008 | No Comment | 26,890 views]
Dominance Postponed

It was another suspenseful postseason for my precious Boston Red Sox. Although the fat lady has shattered the Nation’s dreams and any glass in her vicinity, the Fenway Faithful were treated to another epic battle. You just cannot say that this team is boring. Even I was surprised that they tied the series after being down 3-to-1 to force the seventh game! The Tampa Bay Rays played well and showed how formidable a force young hunger can be. They won handily, but the last game could’ve been won by either …

Business, Investing, Leadership, Technology, Trading »

[9 Oct 2008 | 13 Comments | 3,416 views]
When CEOs Become the Soul of a Company

Have you ever wondered what could happen to the stock price of Berkshire Hathaway (BRK-A) when its amazing CEO, Warren Buffett, is no longer able to captain the ship or passes away? This topic has swirled atop investors’ minds for at least a few years now and consistently keeps getting addressed by the Oracle of Omaha himself during Berkshire’s annual shareholder meetings. Last year, I sent my wife Cynthia to the shareholders’ meeting and she reported that the continuity or succession topic was one of the most widely talked about.
Let’s …

Business, Features, Investing, Latticework, Randomness, Strategy, Venture Capital »

[1 Oct 2008 | 12 Comments | 10,281 views]
The Pareto Principle for Careers

My good friend Dan and I were talking shop about our recent business challenges. He works for Omniture (OMTR), the leading Web analytics software company, and is one of the top sales guys there. As an aside, we were both at the University Venture Fund when I sourced our Omniture deal and we had the privilege to co-invest with Hummer Winblad Venture Partners and Scale Venture Partners in one of Utah’s shining technology successes. Every quarter, my friend handily beats his quotas and makes good money doing so. Life ought …

Business, Hedge Funds, Investing, Strategy, Trading, Video »

[23 Sep 2008 | 2 Comments | 6,835 views]

Even the mighty are falling. The last two major independent investment banks on Wall Street, Goldman Sachs (GS) and Morgan Stanley (MS), have received permission from the Federal Reserve to convert from traditional investment banks into commercial banks or bank holding companies. Plenty of ink, digital or otherwise, has been spilled about the disappearance of investment banks so I won’t dwell much on that. We’ve seen the collapse of Lehman Brothers (LEH) and Bear Stearns. Still somehow, I’m sure there were some who sentimentally held out hope that the two …

Hedge Funds, Investing, Trading, Video »

[22 Sep 2008 | One Comment | 11,122 views]
Patrick Byrne Vindicated

Patrick Byrne, CEO of Overstock.com (OSTK), was one of the lone voices sounding caution while the market was steadily marching upward to record levels. In good times when everyone in the market is making money, few will listen to the radical iconoclast in the corner warning of an impending end to the party. Contrarians are often seen as party poopers. The financial press regularly ridiculed Byrne for his passionate crusade against naked short selling. Many perceived his actions as a desperate attempt to save his own company from short sellers. …