I’m really looking forward to seeing Facebook’s (FB) earnings on Thursday.  Everyone will be watching the company’s revenue growth to see if it continues to decelerate.  Facebook is a tremendous business but to warrant its massive market cap the company must meet exceptionally high standards.  While they certainly may be capable of doing so, as...Read More

Fairfax Financial CEO Prem Watsa doubled down on his investment in Research in Motion (RIMM).  Now he owns 9.9% of the company.  Very few investors can compete with Watsa’s astounding investment track record and this investment in RIMM is substantial.  I do not believe he would make this bet just believing the company is likely...Read More