While we wait to see what Berkshire Hathaway’s quarter looked like, how’s the rest of the portfolio holding up? Holy Cow, Starbucks (SBUX)! Haven’t seen that stock take this big of a pop after earnings in a long time, and sentiment seems to have changed so quickly to a “this is a safe capital return […]
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I watched the Grant’s Interest Rate Observer Conference this week via webcast, and it continues to be one of my favorite events — though I’d rather be there in person. These are some of my notes about the presentations I found most interesting… no “quick take” here, sorry, these are mostly notes and my responses. […]
It’s been an interesting week here in the Land of Gumshoe — Just this morning I’ve been patting myself on the back for suggesting that Africa Oil was a good deal again in the $7s a couple months ago (they just announced yet another oil find today, putting the shares up over $10 for the […]
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