Monthly Archive: November 2014

Who Says You Can’t Value Biotech? 0

Who Says You Can’t Value Biotech?

First things first, a special thanks to my extremely intelligent and talented friend and colleague, Brad Hargreaves, who kindly contributes the following insights: Who says you can’t value biotech? Outside of supercat bonds and...

Apple iPhone Hype – But how ’bout the long term? 0

Apple iPhone Hype – But how ’bout the long term?

Hype is by definition a short-term phenomenon. And Apple’s iPhone has epitomized it. Of course hype, short-term results, and pumped up demand for product often blind market participants to long-term business ramifications and actual...

Citigroup, Lampert et al. 0

Citigroup, Lampert et al.

I just scooped up some Citigroup shares. I’ll be honest: I didn’t dig ultra deep into any filings yet, as I figured the thesis may no longer be applicable by the time I finished...

FreightCar America (RAIL) still temptingly cheap 0

FreightCar America (RAIL) still temptingly cheap

I’m still doing some work trying to understand the railcar and coal industries, motivated largely by my feeling that RAIL represents a great opportunity. With 80% North American market share in the coal car...

Follow up with ETLT 0

Follow up with ETLT

I had some entirely unsuccessful and obfuscating conversations with Heron Public, Eternal Technology’s investor relations department. The failed to follow up on some simple questions (like “who are your major customers?”) and had trouble...

The Month of June 0

The Month of June

Clearly I checked out from writing in June. But I’m back from that little hiatus, and I’ve decided to write more concise, to-the-point articles that will allow me to be more prolific in July....