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September 2010



Quick Genco Shipping Update

September 29, 2010 – Comments (11) | RELATED TICKERS: GNK

My blog post pitching Genco Shipping was done before Q2 earnings came out, so the information was stale.  I've been keeping tabs on Genco since and I thought I'd give an update.  Most of this information can be found on their investor presentations, recent earnings calls, and press releases (except where I added my comments, of course).   [more]



Creating an Investment Framework

September 19, 2010 – Comments (12)

The purpose of this blog is to share an investment framework by which one can find new stocks, systematically research them, and model future performance.  Once the initial research has been done, periodic follow-up due diligence should be done to update the model and assumptions.  [more]

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