February 5, 2016
The panic of 2016 is opening up opportunities that we haven’t seen since 2009.  Like Bruce Berkowitz of Fairholme Funds said in his last letter “My three decades of experience dictates that the seeds of great performance are planted during the toughest of times.  Above-average returns only seem painless in hindsight.  After all, if it...
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Friday February 5th was Freefall Friday for the Glamor Tech stocks that have been the apple of most market pundits’ eyes over the last few years.  Many of these companies are not profitable on a GAAP basis; but use absurd accounting practices where a huge percentage of their expenses, such as stock based compensation, or...
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