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My highest conviction pick of the year. Dacha Capital, a rare earth holding company. This interview goes over Dacha’s unique business model and approach.
Groupon: Comedy or Drama? (dead link)
Who does Groupon think they are fooling with their horrible financials?
Many people have profited and lost money by investing in commodities but what makes you think you can profit from the decade long commodity boom?
Gary Shilling puts forward his argument that deflation is already here.
I posted this up on Facebook and Google+ but if you missed it, Adrian Day is fast becoming my favorite portfolio manager. The guy has vast experience and knowledge in the commodities sector and I like his international picks.
David Herro of Oakmark Funds offers his opinion on Greece.
David Einhorn’s letter to shareholders. Talks about the economy, his buys and sells.
What is Old School Value?
Old School Value is a suite of value investing tools designed to fatten your portfolio by identifying what stocks to buy and sell.
It is a stock grader, value screener, and valuation tools for the busy investor designed to help you pick stocks 4x faster.
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