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Monthly Archives: July 2011
Michael Burry: A Risk-Averse “Risk Taker”
Michael Burry, ex-investment blogger, former hedge fund manager at Scion Capital, and the hero of Michael Lewis’ “The Big Short” appeared on Bloomberg TV on Tuesday night. The show is titled “Risk Takers” but as one hedge fund manager says, … Continue reading
Bill Smead’s Wednesday News & Notes
When deciding on the title of today’s post, I wanted to stick to the business and investing theme of this blog and honor a person or event with significance to capitalism or capital markets that relates to July 20th. I … Continue reading
Don Draper’s Friday News & Notes
As we get ready for the long weekend and a celebration of the signing of Thomas Jefferson’s masterpiece, today’s News & Notes is brought to you by Don Draper. Today marks the official spin-off date for AMC Networks (AMCX). AMC … Continue reading
The Margin of Safety Investor 