Thank You Short-Sellers
…talks the stock down in public. Investors do it on the long side, though, as does company management when they talk about how bright the future is for their company….
…talks the stock down in public. Investors do it on the long side, though, as does company management when they talk about how bright the future is for their company….
…compute the market value of the company based on the high and low prices assuming a constant share amount (the share count changes all the time, but not enough to…
…the first nine months of the year. Unfortunately, the company lost -$131.5 million during the same time period, which is a little worse than the loss of -$117 million during…
…actual results compare to these estimates will have a huge impact on market prices in the coming weeks. We often say that markets ‘price in’ certain information, like earnings. So,…
…as opposed to it as I used to be, I just don’t think it’s great protection. Commodities I’ve written several times before that we dodged a real bullet with commodities….
…Now, astute observers will note a problem with the chart. The five color components all add up to the headline rate. But the three components that makeup core inflation don’t…
…which excludes food and energy because they are so volatile, to come in at 3.2 percent in the fourth quarter, but fall to just over two percent in the coming…
…of a company is unchanged. As Warren Buffet pointed out in his 1999 annual report, a company should only buy back stock when it has plenty of cash on hand…
…compared to the longer portfolio with a duration of 3.5 years. Because of the shape of the curve at the time, the longer portfolio had a positive yield premium over…
…I believe that the value effect will come back into favor. At some point, people won’t be willing to pay any price for growth and will seek out companies that…