For those who were interested in the spiel about Chris Mayer’s special “Skype Call” that I wrote about earlier in the week, I thought I’d loop around on that — yes, he was talking up the potential of mutual conversions (he usually calls them “thrift conversions”), and I actually listened to most of the presentation […]
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We’re closing in on the end of my annual navel-gazing exercise in portfolio review, and today it’s time to look at the “income” stocks in my portfolio. During the week next week I’ll catch up with a few smaller positions that don’t fit into the neat sectors I’ve divvied up thus far, like Disney, for […]
There are a couple interesting equity-oriented presentations at the Grant’s conference that I wanted to think through a little bit more today… … the first one was from Mark Cohodes, a legendary short seller who is semi-retired now but still takes on a few targets from time to time. And gives a great, profanity-laced presentation. […]
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