Tag: Barrons

Reading Time: < 1 minute It is reported that Pequot Capital will go out of business in next few months (from CNBC). Pequot was headed by Art Samberg (one of the Barrons Rountable 2008 expert), who would have dismal performance if he followed his Barrons Roundtable pick. Quote his best and worst picks (loss > 80%): Company Ticker 1/4/08 12/31/08

May 27, 2009

Reading Time: < 1 minute A guranteed way to lose money: listen to so-called experts. Barrons is a pretty reputable magazine in investment community. I read them, but I don’t listen to them. Here is an example: the reporting card of Barrons Roundtable 2008. Every year (Jan) Barrons will assembly a group of experts, from famous money managers to analysts

May 1, 2009

Reading Time: 2 minutes Amid the terrible market and paper loss in my brokerage account, I was doing some soul search: general market condition aside, what went wrong in my investments; new ideas? I came across this Cal-Maine foods from the latest Barrons, Egg Fight: The Yolk’s on the Shorts. We all know the egg price went up quite

July 5, 2008

Reading Time: 2 minutes Baidu, Google China Keso wrote this Chinese article a while back Who is Google China’s opponent? He is talking about the difference between Baidu (Nasdaq:BIDU) and Google, and he thinks Baidu has created a brand and a series of products, and consequently built a moat to fend off Google and other competitors. This is confirmed

May 11, 2008

Reading Time: < 1 minute Starting this year I got the Barrons’ subscription from my frequent flier miles (Northwest). (picture from charleslockwood.com) 1) Joe Rosenberg is an investment guru, and he shared his insights on various stocks from MSFT, YHOO to PFE. He likes MSFT the stock, but he does not like the decision of buying YHOO, and he thinks

February 19, 2008
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