Aeropostale (ARO) Might Offer Turnaround Value
Bruce Berkowitz Discusses His Financial Investments
Can George Soros’ Methods Be Replicated?
Some Thoughts on Joel Greenblatt’s Magic Formula and its YTD Results
A Few More General Thoughts on the Miners
Strayer Education (STRA): A Bright Spot in a Dark Industry
Mohnish Pabrai-Another Good Lecture
I Like Cheap Stocks-Gold Miners Thoughts Part 3
Here are some initial thoughts on Aeropostale (ARO):
Take a look at the average yearly numbers from the last 10 years:
Pessimism and Downside Priced In?
Linda Greenblatt’s Retail Experiences
13-F’s are Idea Generators
Bruce Berkowitz Discusses His Best Ideas
Here is the basic comment from the reader:
I added some thoughts, but here is my basic response:
Reflexivity Goes into the Too-Hard Pile
Keynes Beauty Contest
With No Leverage, the Market’s Opinion Matters Not
Understand Quant, But Don’t Let the Computer Do 100% of the Thinking
The Best Risk Managers Are Humans
Magic Formula is My Favorite “Quant” Strategy
Magic Formula YTD Hypothetical Results
Magic Formula’s Secret is in its Logic and Simplicity
Greenblatt-an Evolution of Strategy?
Depressed Prices and Low Leverage Provide Margin of Safety
Luck Favors the Prepared, but… My timing was pure luck
How Do Miners Fit Into the Portfolio Management Strategy?
Outstanding Long Term Results
Liquid Markets Create Opportunities
Which Gold Stocks To Choose?
Gold Stocks-It Boils Down to This: They Are Cheap
Cheap-Absolute and vs Historical Valuations
To Sum Up the Mining Thesis