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Thought of the day | the Contrary Investor
https://contraryinvestor.wordpress.com/2007/08/08/thought-of-the-day
August 8, 2007. Thought of the day. 8212; contraryinvestor @ 7:23 am. I am currently contemplating other investments, but since people do seem to be reading the blog I feel obliged to post something. My main concern as people begin trickle into the site is that anyone reading this site proceed with caution and with a long term investment horizon (3-5 years). In the cases where options are discussed the longest dated available options are by far the most prudent and where possible LEAPS.
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Chicks dig the long VOL | the Contrary Investor
https://contraryinvestor.wordpress.com/2007/08/14/chicks-dig-the-long-vol
August 14, 2007. Chicks dig the long VOL. Filed under: Market Neutral. 8212; contraryinvestor @ 9:43 am. About his trophy deal. The Senate and House voted to reduce education-loan subsidies by $18.3 to $19 billion during the next five years. Certainly this decreases the value of SLM to Chris Flowers. For Rain Maker Ego)=1 H. For fund manager Humility) = 0 C. Completion likely hood): E/H= C or 1/0=. I was advised by a friend to who is quant. 8211;Benjamin Graham, 1949. Leave a Comment ».
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BX UPDATE (08/13/2007): | the Contrary Investor
https://contraryinvestor.wordpress.com/2007/08/13/bx-update-08132007
August 13, 2007. 8212; contraryinvestor @ 11:35 pm. Blackstone Group LP, manager of the world’s largest private-equity fund, said second-quarter earnings more than tripled as revenue increased during a record year for leveraged buyouts. Net income was $774 million compared with $224 million a year earlier, New York-based Blackstone said today in its first report as a public company. But Blackstone rose only 0.43. 170%) on the day, closing at $. Leave a Comment ». Feed for comments on this post.
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BX the Dog | the Contrary Investor
https://contraryinvestor.wordpress.com/2007/08/07/bx-the-dog
August 7, 2007. 8212; contraryinvestor @ 2:44 am. In today’s (08/06/2007) broad based rally in the financial sector every major investment bank and broker dealer was up tremendously. Fortress Investment Group, the other large publicly traded PE shop, was even up 6.67%, despite having sunk some 39.1% nearly straight down since its February 2007 IPO. They were all up that is, except BX. Translation: We’re in charge no matter how poorly we perform as managers or whether we decide to take your money and blow...
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GS UPDATE (08/13/2007): | the Contrary Investor
https://contraryinvestor.wordpress.com/2007/08/14/update-08132007
August 14, 2007. 8212; contraryinvestor @ 6:46 am. I hate to say I told you so but, I told you so. That being said I’ll be holding off on my purchase of the puts until the volatility comes back in. The current pricing is a bit exorbitant. Leave a Comment ». Feed for comments on this post. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out.
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Have you driven a Ford lately? | the Contrary Investor
https://contraryinvestor.wordpress.com/2007/08/14/have-you-driven-a-ford-lately
August 14, 2007. Have you driven a Ford lately? 8212; contraryinvestor @ 9:51 am. Political cartoonists, they are by definition the people who tell you which way the wind is blowing now and… are completely useless in making educated guesses about the future. (except as contrarian indicator). Ford, who drives a Ford anymore? 8230; Wait a minute, can this company get any worse? Signs abound of a major change in the US automotive industry. First off Cerberus Capital Management. Are fighting over Delphi....
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Credit Crunch | the Contrary Investor
https://contraryinvestor.wordpress.com/2007/08/10/credit-crunch
August 10, 2007. 8212; contraryinvestor @ 11:24 am. However, with at beta 1.7 and two hedge funds which are currently takings losses (Goldman Sachs North American Equity Opportunities and Goldman Sachs Global Alpha) I chose instead to short Goldman Sachs (GS). Goldman will almost certainly weather the loses at its funds with out much impact to earnings. Yet, with Goldman being Goldman. I hate to say I told you so but, I told you so. Leave a Comment ». Feed for comments on this post. You are commenting us...
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On the Rate Cut: | the Contrary Investor
https://contraryinvestor.wordpress.com/2007/08/17/on-the-rate-cut
August 17, 2007. On the Rate Cut:. 8212; contraryinvestor @ 7:39 pm. From Long Short Capital:. Hi, my name is Ben. I am in charge of the economy, more or less. To my left, a man far less important. To my right, Greenspan. Last night, the three of us held a secret meeting in our hidden Fed safehouse. There we drank, ate, told some amazing jokes and then decided to cut the Fed Discount Rate 50 basis points. Leave a Comment ». Feed for comments on this post. Leave a Reply Cancel reply. You are commenting us...
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Step away from the ledge | the Contrary Investor
https://contraryinvestor.wordpress.com/2007/08/16/step-away-from-the-ledge
August 16, 2007. Step away from the ledge. 8212; contraryinvestor @ 1:25 pm. 8220;If you expect to be a net saver during the next 5 years, should you hope for a higher or lower stock market during that period? Born August 30, 1930) is an American investor and the CEO of Berkshire Hathaway. 8211; 1997 Chairman’s Letter to Shareholders. Take a step back, breathe, look for bargains. Repeat as necessary. Leave a Comment ». Feed for comments on this post. Leave a Reply Cancel reply. Enter your comment here.