ethicalequities.com.au
Links for Further Reading | ethicalequities
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List of Ethical Equities. Links for Further Reading. For those who value growth, the website of Dean Morel, Fusion Investing. The website of Eternal Growth Partners. With top notch research by Tony Hansen. Articles by Mike King. Regarding the truth about superannuation funds (for the Motley Fool Australia). The mind-expanding Bronte Capital blog, written by John Hempton. My articles for the Motley Fool Australia. An article by ethical investor Amy Domini,. Socks or stocks, an excellent blog. Rectifier Te...
y0ungmoney.blogspot.com
Young Money: July 2014
http://y0ungmoney.blogspot.com/2014_07_01_archive.html
Saturday, July 26, 2014. Book review: "Rainmaker: The Saga of Jeff Beck" by Anthony Bianco. Jeff Beck was a successful deal-maker on Wall Street during the 1980s. He helped facilitate the leveraged buyout of RJR Nabisco, which made him a minor character in Barbarians at the Gate. Beck was known as "Mad Dog" because of his combat experience during the Vietnam War, and Barbarians. Beck was never one of Wall Street's richest people, but he was possibly its most entertaining. His antics included threaten...
y0ungmoney.blogspot.com
Young Money: Twenty-five spinoffs that blew up
http://y0ungmoney.blogspot.com/2015/05/twenty-five-spinoffs-that-blew-up.html
Tuesday, May 19, 2015. Twenty-five spinoffs that blew up. The unionized division of a large trucking company. Its financial condition steadily deteriorated after the spinoff, and it finally went bankrupt in 2002 when couldn't obtain a surety bond it needed to operate. That Reliance had a lot of defaulted loans for which it couldn't locate and repossess the collateral. This was Enron's water unit. It had negative cashflow and problems with big projects in India and Argentina. According to Wikipedi...A spi...
y0ungmoney.blogspot.com
Young Money: Are declining businesses good shorts?
http://y0ungmoney.blogspot.com/2015/05/are-declining-businesses-good-shorts.html
Thursday, May 21, 2015. Are declining businesses good shorts? As the post title suggests, I was curious to see if declining businesses are good shorts. "Declining business" doesn't have a universal definition, so here's how i define it: it's any company that faces a big risk of obsolescence, either in the products and services it sells or the way it sells them. Sometimes declining businesses go from being the industry standard to filling a market niche, but usually they disappear completely. From 2010 be...
y0ungmoney.blogspot.com
Young Money: Michael Burry's posts on Silicon Investor
http://y0ungmoney.blogspot.com/2015/04/michael-burrys-posts-on-silicon-investor.html
Saturday, April 18, 2015. Michael Burry's posts on Silicon Investor. Michael Burry is famous for predicting the 2006-08 housing bust and managing a hedge fund that profited from it. But Burry wasn't always a star fund manager: from 1996 to 2000, he was an individual investor and a prolific commenter on the Silicon Investor message boards. That "Dr. Burry. may be the finest money manager I know, and I have the privilege of knowing many outstanding professional money managers.". But in 1999 he turned bulli...
y0ungmoney.blogspot.com
Young Money: The limits of activist short selling
http://y0ungmoney.blogspot.com/2015/03/the-limits-of-activist-short-selling.html
Tuesday, March 24, 2015. The limits of activist short selling. Last week, The New Yorker. Published an article by James Surowiecki called In Praise of Short Sellers. I have a more skeptical opinion of activist shorting. I don't think it's inherently bad, but neither do I think one can generalize about it the way Surowiecki does. Activist short sellers have. Been financially successful and have. Activist shorting, as it's practiced today, has a few potential flaws:. 2 Over the past few years, activist sho...