From: August 2012

How to Invest for Profits and Joy

I love this quote from Hugh Hendry – Hendry once said to an interviewer: “To my mind, the three most important principles when it comes to investing are Albert Camus’ principles of ethics: God is dead, life is absurd and there are no rules.” He suggested that a great fund manager was defined by “an …

BoardFlipping…Get Used to It

I am sure BoardFlipping has been around forever. The stakes were high in the railroad days too. Today, the stakes are as high as ever. As a mentioned in my ‘Four Horsemen (I think Jim Cramer started all this in 2000)’ post a few days back, we have a void. It’s $AAPL, $AMZN and $GOOG …