August 18, 2008 –
18 months on, it's time for another blog post. This time, the topic is scams. Lots of them turn up, usually with a .OB suffix, in the top player's lists, or in their new picks if you get those alerts. Many of them are out and out frauds, pretty obvious from their directors' sordid past histories, outrageous hype in the proxy statements, despicable self-dealing behaviour, etc. [more]
January 25, 2007 –
1. My own shorts that are losing: I would avoid RIM and ADBE, which are basically good companies, just overvalued. Same goes for GOOG. For most of the others, the story is intact, and the price (now higher) makes a new short an even more interesting prospect. [more]