MegaShort (99.95)

MegaShort's CAPS Blog

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5 Dan Loeb quotes 2Pac

October 04, 2012 – Comments (4) | RELATED TICKERS: TPNTF , YHOO , PAC

Clearly in a good mood after a +6.8% 3rd quarter, Dan Loeb of course quotes Thucydides ... and 2Pac's song "Keep Ya Head Up" to describe his $9.3B hedge fund's approach to Greek bonds. Presumably puzzling many Third Point investors. [more]

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12 Choosing a 401k plan

June 17, 2012 – Comments (17) | RELATED TICKERS: ING , PAYX , ADP

This week I was tapped to be on a committee for evaluating our 401k plan options at work. Has anyone else gone through this process? [more]

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19 Gold mining

May 09, 2012 – Comments (17) | RELATED TICKERS: SVM , BVN , GOLD

As you probably know, precious metal miners have dramatically underperformed gold & silver over the last 30 years. This is not a normal phenomenon among natural resource companies - generally, companies that extract oil, gas, coal, iron, fertilizer, etc. have been able to invest in healthy ROI projects, apply positive operating leverage and outperform their commodities. [more]

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8 European financials are overleveraged

April 14, 2012 – Comments (15) | RELATED TICKERS: SAN , C , BSBR

Almost 1100 people have green thumbed Banco Santander (STD) on CAPS. It has a 4 star rating along with LYG, BBVA, NBG, IRE, etc. European financials have been hammered the past few years - does it make sense that they will outperform going forward? [more]

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