I own Microsoft (MSFT) stock, and I do believe it is one of the steals of the century. But when I read that the code name for a phone, that is supposed to capture the days of glory from Apple’s (AAPL) iPhone, is “Pink,” I lose some of my faith in the company. I know it [...]
April 29, 2009 | Posted in Stock Analysis! | Read More »
I talked to Jim Ellis at BusinessWeek about my book Active Value Investing (here is a link to the video). As you will see, if you tie my hand I’d go mute. At about the same time I talked to TheStreet.com (here is a link to the video) about Apple (AAPL) and Jackson Hewitt (JTX). [...]
January 22, 2008 | Posted in 5 Minutes of Fame,Stock Analysis | Read More »
In this fund video interview with TheStreet.com I talk about why I don’t think Apple (AAPL) is a buy, why I love Jackson Hewitt (JTX) and my book Active Value Investing.
October 29, 2007 | Posted in Stock Analysis | Read More »
This is an excerpt from a comment I read on Daily Speculation. It is such a common misperception that I had to write a response: “Great stocks [Google, Apple] are to be owned. Companies who dominate their space are to be kept and allowed to grow. Those who have built fantastic franchise names should be [...]
July 7, 2007 | Posted in Stock Analysis | Read More »