Whitney Tilson presented on several of his older ideas and a few new ones, and started off by telling us that the most dangerous three word phase in investing is “I Missed It.” That’s the phenomenon of missing a huge performer because you don’t want to buy after it’s risen — just because you missed […]
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It’s always nice to start the year with a boost for one of your stocks — and although Zipcar wasn’t a stock that I had in my personal portfolio (unfortunately), it was one that I suggested to the Irregulars back in May when it was around $9. It had some up and down days in […]
No, today’s idea of the month will not be “buy facebook!” Though I’m actually shocked to see it close right around the $38 IPO price on Friday as I finish this note, and I do believe the stock will do well once they find their footing and report some earnings growth quarters. I expect the […]
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Rather than "the AirBnB of cars", this seems more like "Zipcar for wannabe drivers". I'm convinced that Zipcar's mode...