29 Sep 2015

Can One Stock Foil the Market?

…catalysts yesterday were much narrower: sharp losses in a large Swiss mining company. Glencore PLC was once a commodities related hedge fund, but starting in the late 1980s, Glencore branched…

By David Ott Tags:
14 Nov 2014

Warren Buffett Continues to Be Clever

…businesses outright than shares of publicly traded stocks, so he’s reducing his publicly traded shares of PG for the outright ownership of Duracell. This swap allows Berkshire to avoid paying…

By David Ott Tags:
6 Apr 2015

A Test Too Tough

…think you need this argument to win the debate either, there’s plenty of other evidence that makes the point that at least gives the active management community a fighting chance….

29 Sep 2014

Bill Gross, Meet Derek Jeter

…Mohamed El-Erian, quit abruptly and started an ugly, public feud. All of a sudden, stories about Gross’ mean-spirited and erratic behavior, like disallowing employees from looking him in the eyes

4 Nov 2014

The Perils of Non-Traded REITs

…talk about non-traded REITs. We like and use REITs (click here for more), but haven’t bought non-traded REITs. Traded or non-traded, REITs are simply companies that own commercial real estate…

By David Ott Tags: