Podcast: Google vs. Microsoft, GM, Dividends & More

Regular readers will recall my previous announcement that I am joining Complete Growth Investor (CGI) as manager of the brand-spanking new CGI Macro Opportunity investment service. In addition to launching that new service (in early August!), we are now broadcasting a weekly market podcast called CGI Roundtable, where investors can hear insightful commentary from a [...]

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Tech Titans On Verge Of Obsolescence?

My colleague over at Complete Growth Investor, Tom Jacobs, and I have a long-running discussion over Microsoft (MSFT) and its ability to maintain its earnings power. Tom asserts that Microsoft’s days as a near-monopolistic giant are numbered as personal handheld devices and computers converge to some hybrid. Perhaps as an artifact from my computer science [...]

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Portfolio Performance +6.8% Through April 2009

Click here to view the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc.

Enlightened-American Portfolio: +6.8% YTD (including dividends)
DJIA: -6.9%
Nasdaq: +8.9%
S&P 500: -3.4%
DJ WIlshire 5000: -1.4%
Russell 2000 (smallcap): -2.4%

I have been lax as of late in more ways than one, which I will [...]


Seth Klarman, David Einhorn & Meryl Witmer Q3 2008 Holdings

Seth Klarman is one of the more secretive money managers out there so I don’t know what returns Baupost has generated in 2008.  Here are some recent stories with his thoughts on current market conditions. Looking at his SEC filing, I see a few interesting moves:

Klarman didn’t open any bold new positions other than $61M [...]

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115th Edition of the Festival of Stocks

Welcome to the November 17th, 2008 edition of the Festival of Stocks, hosted this week by the Enlightened American site.  Below, you’ll find a selection of posts covering a wide array of topics in investing and personal finance.  You can find more information on the Festival of Stocks here.
For new visitors, my blog focuses mostly [...]


Up, up and away Leads to Downward Spiral

The markets are pushing their highs on the day as I type this — a mirror image of last Friday’s precipitous drop. I admit to being blinded by the light of a market being pushed up by Countrywide (CFC) (put your faith in Mozillo and get what’s coming to ya) and Microsoft (MSFT), a [...]

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