May 23, 2007 –
In his seminal work, "Common Stocks, Uncommon Profits", Philip A. Fisher (father of Ken Fisher of Fisher Investments) speaks to the power of "scuttlebut research". Scuttlebut research is highly qualitative and involves speaking to industry players, tracking rumors, and tapping data sources not captured in company communications and SEC filings. [more]
May 17, 2007 –
So, you are probably asking yourself what possible relationship exists between the Ben Graham, the father of value investing, and the author of the seminal investing tome, The Intelligent Investor, and baseball? Did Ben perhaps catch a Yankee's game on a slow day in the market, when his Mr. Market was neither manic or depressed, but just snoozing? [more]
May 10, 2007 –
Well, just came back from a trip to LA where I attended Whitney Tilson's Value Investing Congress West which was held in Hollywood at the Renassiance Hotel. [more]
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