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Well, it’s been a busy, busy first day of the Value Investing Congress — they reorganized the event this year to include more presentations, which means I have more notes to share with you. Much of the time I posted these thoughts in real time, and the more in-depth consideration of any stocks that look [...]
OK, OK — the most asked-about teaser ad this week has been Karim Rahemtulla’s pitch about Cypriot natural gas for his newly launched newsletter … so although the clues are thin and the presentation was tiresome to listen to, your friendly neighborhood Gumshoe is digging in. But it’s only because I love you. The new [...]
Today we’re working from a short and “low on clues” ad from the Oxford Club, but several readers have asked and I’m always interested in investing in strong brands, so I thought we should at least see what the Thinkolator says. The pitch is for Oxford Club membership, and the tease is that the latest [...]