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Archive for February, 2011

  • Jeff Matthews on Buffett and Lampert
    , February 28th, 2011 at 10:48 pm, Comments: 0

    We are big fans of Jeff Matthews at Abnormal Returns.  Jeff is a hedge fund manager and blogs at Jeff Matthews Is Not Making This [...]

  • Monday links: design and demons
    , February 28th, 2011 at 1:00 pm, Comments: 0

    Quote of the day Mike Bellafiore, “Trading is not the place to come and work out your personal demons.”  (SMB Training) Chart of the day [...]

  • Monday screencast: correlations and quality
    , February 28th, 2011 at 12:37 pm, Comments: 0

    We have been talking for some time now that the focus on macro variables would eventually give way to good old fashioned stock picking.  One [...]

  • Monday look-in: two letters
    , February 28th, 2011 at 6:47 am, Comments: 0

    Good morning and welcome to another edition of our early morning linkfest.  Tell us what you think. Buffett vs. Lampert:  a tale of two investor [...]

  • Sunday links: sheepish bulls
    , February 27th, 2011 at 7:03 am, Comments: 0

    Quote of the day Warren Buffett, “Money will always flow toward opportunity, and there is an abundance of that in America.”  (Berkshire Hathaway) Chart of [...]

  • Top clicks this week on Abnormal Returns
    , February 27th, 2011 at 6:01 am, Comments: 0

    Thanks for checking in with us this weekend.  Here are the items our readers clicked most frequently on  Abnormal Returns for the week ended Saturday, [...]

  • Saturday links: confounding factors
    , February 26th, 2011 at 6:42 am, Comments: 0

    The weekend is a great time to catch up on some of the reading you skipped during the week.  So for all you “time shifters” [...]

  • Friday links: social buttons
    , February 25th, 2011 at 1:31 pm, Comments: 0

    Quote of the day Howard Lindzon, “In my opinion, social buttons do not mean you have a social and new media site.”  (True Ventures) Chart [...]

  • Friday screencast: Alpha Apple
    , February 25th, 2011 at 1:03 pm, Comments: 0

    Apple is the most popular stock amongst hedge funds.  Given its performance of late that is not particularly surprising.  Is this a sign that hedge [...]

  • Friday look-in: weak points
    , February 25th, 2011 at 6:46 am, Comments: 0

    Good morning and welcome to another edition of our early morning linkfest.  Tell us what you think. Charles Kirk, “(I)f you don’t know the weak [...]


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