As we head into December, most stock markets are having another good year. If most stock markets are having a good year you can imagine the wins in some individual names as it is a market of stocks. I have lost a little touch with the new leaders because my old leaders are not doing …

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America has been good to me. I grew up a privileged kid so my journey has been easier than almost everyone. The only thing I never took to is spelling. Thank god for blogs. I can spell however I want. Only in America. I went through a very long process and a job I was …

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Maybe it’s because I mostly watch and do not trade unless I catch a good investment.  Maybe because it has never been cheaper, never been more learning tools, never been more mentors to help you trade than NOW. Or maybe it’s that Henry Blodget is declaring a death in trading on Huffington Post, but I …

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Not quite, but not quite first guy in either. The financial industry has become a saloon of leverage and silliness.  The SEC is at least 10 years behind.  They are investigating f%^((&*^)king Janus Funds.  They were last seen getting inflows in 1999. I have long stopped worrying or complaining.  I read, I write, I learn, …

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Based on my investing philosophy and style…I like drugs, I trust certain eyes as it pertains to value and I run from certainty. It has not always been that way. Certainty used to be my drug. Not the certainty that Barry Ritholtz describes: Want some certainty? Go buy yourself Treasuries. You can pick up a …

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$LULU is now one of Oprah’s new fangled thingies. Not to be mean, but if LULU can make Oprah’s behind look special…my tagline the ‘Facebook of Ladie’s Behind’s’ is almost at hand. Most will argue that LULU is too expensive, they have a $2.5 billion market cap, the stock has run from $4 to $50 …

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There is a lot of discussion in the VC blogosphere about whether we are in an early stage boom or headed for ‘storm clouds’ with everyone hopping in the angel pool. To me it is all about valuations as an angel and for the most part, prices have moved out of my comfort zone. I …

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Warren is rubbing our faces in HIS wealth with this op-ed in the NY Times. Why is Warren America’s nephew? Who did his mother sleep with in Washington? While I can’t argue with Warren’s numbers and like Facebook he seems unstoppable, there was a time not that long ago that he was washed up. There …

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I was in Dallas yesterday because I had a chance to sit with Mark Cuban and discuss trends, stocks, and start-ups. I was actually prepared, expecting to get 20 minutes or so, but was thrown off by Mark giving me a couple hours with the cameras rolling. Jon Labes and I had a blast and …

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I was in Dallas yesterday because I had a chance to sit with Mark Cuban and discuss trends, stocks, and start-ups. I was actually prepared, expecting to get 20 minutes or so, but was thrown off by Mark giving me a couple hours with the cameras rolling. Jon Labes and I had a blast and …

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