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We saw a little bit of volatility the last few days, as an overleveraged hedge fund blew up spectacularly.  It was one of the largest blowups in history (over $50 billion) and despite owning some pretty good positions, being leveraged 5-1 almost always assures disaster at some point, unless you are exceptionally lucky, and this...
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Dear Investors, One of our favorite investments in today’s market is the common stock of ALLY Financial (ALLY).  This is a company that we have done quite well on over the years, but that has improved the fundamentals of its business at an even faster rate.  Our investments in ALLY have generally been centered on...
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    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784