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May 2011



HA, better late than never

May 23, 2011 – Comments (4)

This is a little late, but it was too funny not to share:




LinkedIn shares open at $82 in market debut as investors clamor for social networking IPO

May 19, 2011 – Comments (13)

Wow, I thought that $45/share was expensive.  LinkedIn's exploding stock price reeks of the Dot Com bubble to me.  I guess that it's good to be involved in anything related to social networking right now.  Heck the company isn't even using the funds from the IPO to expand its business, a lot of the money is just going to insiders who want to cash out.  [more]



Whale Watching: T2 Partners

May 11, 2011 – Comments (3) | RELATED TICKERS: WST , ADP , MSFT

The famous value investors Whitney Tilson and Glenn Tongue aka T2 Partners filed their latest quartrly statement with the SEC today.  I thought that their positions might be of interest to some people:  [more]



An Activist Making Beautiful Music

May 09, 2011 – Comments (3) | RELATED TICKERS: LVB.DL

As someone who is always on the lookout for special situations, I make it a point to look at Barrno's 13D column every week.  For anyone who isn't familiar with the term, 13D is the name of the form that activists must file with the SEC when they take a substantial position in a company that they want to change.  [more]



Generic Drugs and Old People Could Make You Rich

May 05, 2011 – Comments (0) | RELATED TICKERS: CVS

Hi everyone.  I've been a little quiet lately, but so I wanted to share with my CAPS friends what I have been up to.  I was honored to be asked to do some freelance writing for The Motley Fool.  My first piece was just published this morning.  Here's a link for anyone who's interested in reading or (recing ;) ) it.  [more]

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