Friday, May 29, 2015
Before Captain Obvious became a thing, it was customary for the impatient to criticize those who point out the self-evident with a good old fashioned "No shit, Sherlock!" But who is this Sherlock who has transcended the centuries while 99% of what gets written (including the contents of this blog) has an expiry date that would make the dairy industry blush?
Thursday, May 28, 2015
It was with a heavy heart that I sold Strayer a few months ago when its price leaped into the $70 area. But the market gods have seen fit to return this company to my portfolio, as the stock is down almost 40% over the last six months! I've written about Strayer before as a stock idea, and not much has changed so I'll just add a few quick points to supplement the old article and bring it up to date.
Friday, May 22, 2015
After Newton, everyone was pretty sure that the properties of the physical world had been figured out. Things travel in a straight line unless acted upon and all that. But then some experimenters, led by the brilliant Faraday, demonstrated that some activities appeared to operate as fields. A generation later, the brilliant Maxwell was able to formalize/quantify how these fields worked. As a result, today we have a world totally reliant on their discoveries as we are utterly dependent on electricity. Nancy Forbes tells this tale in her book, Faraday, Maxwell and the Electromagnetic Field.
Friday, May 15, 2015
Wednesday, May 13, 2015
Wednesday, May 6, 2015
Tuesday, May 5, 2015
Monday, May 4, 2015
Yahoo! (YHOO) has one of the lowest P/E ratios on the S&P 500, so it is with great anticipation that I read Nicholas Carlson's timely book Marissa Mayer and the Fight to Save Yahoo. I was not disappointed.