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The Reformed Broker's Blog
Damon Vickers: Einhorn is Wrong on Chipotle
October 2, 2012
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The overarching theme of David Einhorn's excellent presentation today at the Value Investing Congress was that all investors need to do their own homework and [...]
Notes from the Value Investing Congress: Einhorn Edition
October 2, 2012
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Here we go! David Einhorn (Greenlight Capital) opens with a lesson about doing your own homework, spotlights a story about how an influential investor very [...]
361 Capital Weekly Research Briefing
October 2, 2012
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361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic [...]
Bernanke Impresses the Blognoscenti, Twitterati
October 2, 2012
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Ben Bernanke's speech yesterday was very well-received by the Blognoscenti and the Twitterati who cover economics and finance; they found it to be his most [...]
Notes from the Value Investing Congress Part II
October 1, 2012
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And we're back! Catch Part I of my notes here. John Mauldin, more of a macro guy than a value investor, takes the stage after [...]
