Thanks so much to the new folks who’ve joined us as Irregulars this week — we’re midway through our annual charitable membership drive, and it’s looking pretty good… I’m hoping we can get our totals up to last year’s numbers, and we’re almost halfway there with a donation pile of close to $6,000 now. That’s […]
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I like David Einhorn, though I don’t know him (at least as far as I know, he was a year or two ahead of me in school, at the same University and in the same major, so perhaps we shared a beer or a study session at some point), but someone has to remind him […]
Most of us are self-directed investors, for good or ill — you’re probably here because you like researching or trading stocks, and I obviously feel the same. But should we be trusting ourselves to manage our money? I know that sounds like a fatuous question — obviously, we should trust ourselves much more than we […]
This appears to be the “hot” story of the day, given the number of alert Gumshoe readers who have been forwarding it along (you can always submit your teasers, too, or forward them to ILoveStockSpam[at]gmail.com — the more the merrier!) — it’s from Wall Street Daily and is selling their Publisher’s Series as a quarterly offering […]
May 12 Update: The lateset teaser pitch from the Fool is touting this same stock again, only with a different spiel from a different company as they tout the “connected car” instead of the “autonomous car”. I presume they’re just testing different ads to see what works best — this latest one pitches it as: […]
I’ve got a whole passel of things to comment on for you today — I want to update my thoughts on some insurance company stocks that I own and that I touted as beneficiaries of a big switch in the insurance market over the past year or so, check in on a buy and a […]
Yep, I’m writing about another insurance company. And you’ll have this to chew on for a while, I’ll be on vacation for most of next week so we won’t have a Friday File (unless something dramatic pulls me away from the beach) or many new articles of any sort on the site next week. So […]
The latest teaser ad for the Energy Inner Circle newsletter (edited by Dr. Kent Moors) is pitching the next great shale oil area — and it’s in Australia. The tease tells us that a tiny town called Coober Pedy, which is in an almost uninhabitable part of South Australia, is about to become an immense […]
Markel released their earnings last night, and they were, well, typical very good Markel earnings — they actually had an above average year in some ways, with good underwriting and not much catastrophe loss and good increases in sales (written premiums). And now, after crashing to about 1.05X book value after announcing the Alterra acquisition, […]
Note: This article was originally published as a Friday File for the Stock Gumshoe Irregulars on October 26. At that time I did not own shares personally, but I now do own shares and have an additional limit order in to buy more if the price drops. The ad has still been running recently, and […]
This won’t shock you, probably, but I bought into the stock of a reinsurance company last week and, after reading up on the company some more and spending time with their filings and reports, I’m going to suggest that you take a look at this one as well. And it doesn’t hurt that, thanks to […]
I’m absolutely sure that you can find plenty of articles about David Einhorn’s presentation today at the Value Investing Congress — unlike the past couple years, he did not tear any companies apart or allege really gross misvaluations or fraud, but did present a couple shorts and a couple longs. The shorts were a repeat […]
Comments
It looks like Einhorn's investing woes continued through March, despite the late weakness in some of his short positions...
$MU, $AAPL $GM -#Legendary Short Seller David Einhorn adds Micron; slashes General Motors; Apple https://twitter.com/Ti...
Ha! I'm a Cornell alum, too. Not quite a billionaire, I'm afraid, though David Einhorn must have been in a few of my c...
My thanks to David Einhorn of Greenlight Capital for announcing he was shorting Chipotle Mexican Grill (CMG) in June of ...
ARE YOU KIDDING ME!!!! Martin has the same exact story and pitch for the new boso Tom Essay!! Martin said the followin...
I don't know anything about ADAS, but for insight into Allied Capital read "Fooling Some of the People all of the Time" ...
Allied Capital was started in 1958 by ex-FBI agent David Gladstone.(Who also began GLAD after leaving Allied Capital). A...