These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Most investors know Muddy Waters and Carson Block, who build his short-selling investment portfolio by pulling away the veil that covered up the many China frauds several years ago, […]
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Carson Block, Muddy Waters — “Blue Pill Investing”
Berkshire, Russian Dividends, Gold and Big Data
Facebook Remora Stocks: “How Silicon Valley Insiders Are Playing The Biggest IPO In History”
Oxford Club teases us with a way to "get your share of the biggest IPO in history"
11 Comments Read More“An unstoppable $160 BILLION force that could make early investors a small fortune…” (Motley Fool)
“Make a Fortune on ‘The Facebook Effect’: The New ‘Lord of the Cloud'”
It’s been a little while since we dug into an Oxford Club promo, so this latest one that uses the eventual Facebook IPO as a hook caught my attention … in exchange for signing up for a membership in this particular club, they say you’ll “learn everything about making money from the ‘Facebook Effect.’” No, […]
3 Comments Read More“The 3 Kings of Cloud Computing: Version 2.0”
The Motley Fool folks have been using the “3 Kings of Cloud Computing” special report to pitch David Gardner’s Rule Breakers newsletter for a couple years now, and have occasionally even given away all three of those stock picks for free as part of their “give us your email” list building exercises — but I […]
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As a current Rackspace private cloud customer, I'd short them if I were into shorting stocks. They're far from the worst...
@ Wendy VMW, Rackspace and EMC...
yeah. Rackspace could be it. i had been thinking that it was Google. i'm also guessing that Pacesetter #3 would be ...
rackspace has also been one mentioned often in newsletters for cloud computing...Ipo at around 12...last I looked, aroun...