Home » August 21, 2008 Entries posted on “August, 2008”

Chinese and Starbucks Late Stage Growth Obesity

  I had my TV service disconnected at home for awhile now, don’t want my kids to become TV-addicts.  We reconnected it on Friday so we could watch Olympics – I am glad we did.  The opening ceremony was incredible.  It was a demonstration of Chinese might, but not through a communist-by-the-book parade of nuclear [...]

August 21, 2008 | Posted in China,The Process | Read More »

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August 21, 2008 | Posted in Stock Analysis | Read More »

You Don’t Have to Be Sick To Own HMOs

You want to buy straw hats in the winter. This sums up an important kernel of successful value investing: making decisions (buying and selling) that are unpopular at the time. (Of course, one has to make sure that, due to global climate change, winter is not swiftly followed by an ice age. In the case [...]

August 5, 2008 | Posted in Stock Analysis | Read More »

Recently Commented

  • McCoy Penninger: I really enjoyed reading this.  Dead on.
  • I Need Money: So I guess is we hear Hoenig say that “the Fed should stick to its mission as lender of last...
  • I Need Money: So I guess if we hear Hoenig say that “the Fed should stick to its mission as lender of last...
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