Category Archives: General
John Paulson Has A Problem…
As long as it’s his problem, it could be a problem for all of us as well. Let me note that I have never met Paulson, but I certainly admire his skill at navigating the markets in 2008 and before then. Unfortunately, in 2009 and 2010, lots of other investors also admired his skills. His [...]
Every Investor Should Read This Speech
Sellers 24102004
Bruce Berkowitz – From Hero to Zero?
Within less than two years, Bruce Berkowitz, founder of Fairholme Funds, went from being a hero to being a zero in the eyes of fickle investors. On January 12, 2010, Morningstar gave Berkowitz the Fund Manager of the Decade award. Everything was perfect. Everybody was in love with this guy. As investors piled in, his [...]
February Issue of Ultimate Value Finder is Released
The February issue of Ultimate Value Finder is out. If you are subscribed to the newsletter, you should have already received it in your inbox. In this issue, I covered three uniquely different companies. One recently filed a lawsuit and its outcome will determine whether the future investment return will be 85 percent or 400 [...]
Monument Mining – Should You Vote “Yes” or “No” for the Mengapur Project
I follow all of my investments very closely, and therefore, I speak with most of the CEOs of the companies in which I invest. At the same time, I read comments made by other investors on various Internet message boards. What amazes me the most is how quickly these investors jump to various conclusions based [...]
Letter to Monument Mining Management
Letter to Monument Mining Management(function() { var scribd = document.createElement(“script”); scribd.type = “text/javascript”; scribd.async = true; scribd.src = “http://www.scribd.com/javascripts/embed_code/inject.js”; var s = document.getElementsByTagName(“script”)[0]; s.parentNode.insertBefore(scribd, s); })();
Please let me know what you think…
I research a variety of companies on a daily basis and I find amazing deals. Unfortunately, I cannot invest in all of them. On my blog, I only write about the ones that I do invest in. However, I know that some of you would be interested in the other great deals that I am [...]
David Einhorn is betting on gold-mining companies
Hedge-fund manager David Einhorn is betting that gold-mining companies will outperform bullion, reversing the trend from the past six months. “A substantial disconnect has developed between the price of gold and the mining companies,” Einhorn said today in a conference call discussing results at Greenlight Capital Re Ltd. (GLRE), the reinsurer where he is chairman. [...]
Bank of America: I Don’t Want to Buy it if You Don’t Want to Buy it
Do you remember a time when you were a child and and you wanted to do something but your mom prevented you from doing it? Then, you responded, “Mom, but John is doing it. Why can’t I do it?” Your mother responded, “If John jumped off of the top of a building, would you follow [...]
Silver Will Keep Outshining Gold Sprott Says
Sprott on Silver
