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May 2012

Recs

8

Facebook: please fall to about $20

May 22, 2012 – Comments (2) | RELATED TICKERS: FB

Some in the finance world are wondering about what's going to happen to Facebook now that it's had a busted IPO.  [more]

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1

A thesis on Expeditors International

May 15, 2012 – Comments (0)

I recently opened a position in Expeditors International (EXPD).  [more]

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1

More thoughts on JP Morgan's dumb move (or how not to use options)

May 14, 2012 – Comments (1)

As reported and as I blogged earlier, our friends at JP Morgan lost about $2 billion on a bet on high quality corporates. They effectively went long corporates through derivatives, by selling default swaps on a corporate index.  [more]

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9

JP Morgan: we only lost $2 billion, nothing to worry about

May 11, 2012 – Comments (2)

Continuing with the theme of risk and corporate governance, JP Morgan recently announced that it lost $2 billion on a trade gone wrong. When analysts raised concerns over the bank's risk level on a conference call, Jamie Dimon dismissed the concerns, saying that they were a "tempest in a teapot."  [more]

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4

Shame on Yahoo

May 08, 2012 – Comments (1)

As many of you are aware, it's come to light that Yahoo's new CEO, Scott Thompson, stated that he had a degree in both computer science and accounting. However, he only has a degree in the latter.  [more]

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10

Shame on Aubrey McClendon (Chesapeake Energy)

May 02, 2012 – Comments (0) | RELATED TICKERS: CHK

Aubrey McClendon has a taste for leverage. Lots of leverage.  [more]

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2

An interesting update to Morningstar's stewardship rating for stocks

May 01, 2012 – Comments (1)

Previously, Morningstar rated various companies on their corporate governance policies. For example, is the chair of the board of directors independent (good), or is he/she the CEO? Are board terms staggered (bad)? Is executive compensation reasonable? Are there a suspicious number of related-party transactions?  [more]

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