August 24, 2005 – Minyanville.com I wrote this article after Minyans in the Mountains conference that took place in sunny Ojai. I was one of the panelists on fundamental panel where I was in the great company of Herb Greenberg, Fil Zucchi and Jeff Macke. JeffMacke© and I usually agree on things. (Though he recently [...]
August 24, 2005 | Posted in The Process | Read More »
Financial Times – August 8, 2005 Nokia is a perfect showcase for contrarian value investing. It is easy not to like Nokia stock, especially for US investors, as Nokia has not come up with a decent cell phone in the US for a while. Motorola has risen from the dead and offers a great portfolio. [...]
August 8, 2005 | Posted in Stock Analysis | Read More »
