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Articles tagged with: value investing

Entertainment, Investing, Sports »

[25 Nov 2008 | One Comment | 11 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 …

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

[1 Nov 2008 | 8 Comments | 684 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 …

Entertainment, Investing, Sports »

[24 Oct 2008 | No Comment | 447 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 …

Investing, Linkfest »

[27 May 2008 | No Comment | 11 views]
Investing Linkfest 5/27/08

Last week, I attended Zions Bank’s (ZION) 7th Annual International Trade and Business Conference. Most of the speakers were very interesting. John Howard, the former Prime Minister of Australia, gave a lively keynote speech and subsequently fended off with aplomb the inane question of a clearly wide-eyed political science student from the university. Christopher Padilla, the United States Under Secretary of Commerce for International Trade (that’s a mouthful), spoke about the opportunities in a world featuring an emerging power in China.

The one speaker that intrigued me most was Matthew Simmons …

Investing, Linkfest, Technology »

[4 May 2008 | 2 Comments | 1,035 views]
Investing Linkfest 5/4/08

The technology sector gets a big surprise with Microsoft (MSFT) announcing that it will cease to pursue the acquisition of Yahoo! (YHOO). Most analysts and market pundits expected Jerry Yang & Company would ultimately accept a deal, albeit at a higher price than Microsoft’s initial offer. Expect Yahoo! stock to take a precipitous plunge at the market open and the announcement of class action lawsuits from its larger shareholders. While this saga of two tech giants unwinds, plenty of news in the rest of the tech sector deserves attention.
The Nasdaq …