I like Frank Curzio’s podcast (now called Wall Street Unplugged), and I generally find his way of thinking interesting, so after he was laid off by Porter Stansberry I was half hoping he’d go off on his own and build his own newsletter business from scratch (he edited Phase 1 Investor and Small Cap Specialist […]
Just For the Record
[Ed. note: Today we have another article from Jim Skelton, the Blind Squirrel, who is sharing his experiences as a financial advisor with us. He has agreed to our trading restrictions, the opinions he expresses are his own, and we haven’t reviewed, approved or screened his ideas. His previous articles can be seen here.] Hello, fellow […]
Every time I attend a big investing conference I try to pick my favorite idea from all the investments presented and share it with the Irregulars. As usual, it’s been a bit difficult to narrow down all of the ideas presented at the Value Investing Congress and choose a single one to present to you […]
John Mirshekari is a fund manager at Fidelity, specializing in industrial stocks, and he’s talking about capital allocation and incentives. He started by talking about a mistake — Pinnacle Airlines, which was written up as a value stock dozens of times … the CEO had little incentive to help investors. He thinks that capital allocation […]
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