Uncategorized
Even value investors have their guilty pleasures
Advertising mogul Ed Eskandarian is selling his minority stake in the Boston Red Sox to Seth Klarman, a well known Boston hedge fund manager, according to two people briefed on the transaction.
via Boston Red Sox – Minority owner selling stake in Red Sox – The Boston Globe.
Seth Klarman, the man who wrote the most famous [...]
Bloomberg + The Curious Investor = Success
The Curious Investor made its first main stream media appearance today. Bloomberg news recently published a new article by Joseph Galante on the recent drama surrounding Steve Jobs and Apple featuring commentary by The Curious Investor. It’s an in depth article on how investors reacted to Steve Jobs’ health problems in 2004 and how they are [...]
read more »Finding stocks with great management (Part I)
In my recent post on using free cash flows to see through GAAP income numbers, I touched on the difference between enterprise value and equity investing. When using enterprise value, you value a business based purely on its ability to generate free cash flow. Enterprise value investing presupposes that if you were to buy the [...]
read more »Abercrombie tries to buck the trend
Six months ago, I wrote an article highlighting the dangers of seeing a retailer running sales called, “Discounts – Good or Bad?” Little did I know that in the six months following the article, we’d see almost all consumer discretionary retailers discounting more aggressively than we’ve seen at any time in the last decade.
Just to [...]
Apologies for Downtime
I truly apologize to those who visited The Curious Investor today and were not able to make a connection. There was a rather scary outage at my usually good host. In fact, according to their blog, there seems to be some customers who may have lost their whole websites. It’s a real wake up call [...]
read more »Exploration & Production MLPs
In looking for potentially high-yielding stocks to bouy my portfolio through the current downturn, I was tipped off on an asset class known as E&P MLPs. What are E&P MLPs? Well, first and foremost, an MLP is a business structure that is slightly different from the typical corporations that are listed on various exchanges. MLP [...]
read more »
