Everyone loves a bit of “what you should do next year” advice at this time of the year — the magazines are full of it, the newspapers issue predictions, and all the newsletter folks swirl their tea leaves around and proclaim that it’s going to be “The Year of X!” No, not X as in [...]
This note is very different from what I would write were it entitled, “Front-Running Buffett with David Sokol” — but since he has ended up in the SEC’s crosshairs, and been thrown under the bus by Warren since he made the ridiculously foolish choice to buy shares in a stock he was scouting out as [...]
Today’s delightful tidbit of teasermania comes in from Marc Lichtenfeld, who tends to focus on biotech and health care stocks. He’s been around for a while, and is now drumming up members for the Oxford Club instead of one of his own biotech-focused letters, and pitching some ideas that sound like they’re a little larger [...]
Well, if the last ten years have taught us nothing else, we should have learned that this has been a spectacular time to promise that your investments are like Warren Buffett’s, or to sell folks on the idea of the “next” Berkshire Hathaway or Oracle of Omaha. I’ve written about probably dozens of stocks that [...]