Wednesday, February 25, 2015
Saturday, February 14, 2015
Thursday, February 12, 2015
I first started following the very talented Denise Minger after she wrote a fantastic take-down of a book I previously thought was well-researched. She has a unique ability to make complicated stuff sound very simple, and for this reason I jumped at the chance to read her book, Death By Food Pyramid.
Tuesday, February 10, 2015
For reasons beyond my comprehension, Aberdeen shareholders voted to keep current management given the option of ousting those who have destroyed capital for so many years. As a result, the Aberdeen stock idea I presented about a month ago did not end up working out.
Thursday, February 5, 2015
I have no interest in writing a book, but if I were to, this would be a topic that interests me. A lot of stuff society takes for granted are really just the result of either bad science, convincing marketing or some combination of the two. In Everything is Bullshit, the authors delve into a number of topics to expose why the conventional wisdom is wrong.
Tuesday, February 3, 2015
Almost 1.5 years ago, I wrote about Canadian retailer Reitmans (RET.A) as a potential value opportunity. Since then, sales have fallen, the Canadian retail outlook has degenerated, and the company's shares are up some 20%. As a result, my estimate of the company's intrinsic value has fallen, whereas the company's share price has risen, so I have sold my shares.Read more...