Alephblog - alephblog.com
General Information:
Latest News:
Update on Promoted Stocks 27 Aug 2013 | 01:30 pm
Let’s trot out the promoted stock scoreboard: Ticker Date of Article Price @ Article Price @ 7/25/13 Decline Annualized Splits GTXO 5/27/2008 2.45 0.014 -99.4% -62.9% BONZ 10/22/2009 0...
A Different Look at Industry Attractiveness 25 Aug 2013 | 09:48 am
While doing some work today, I ran across this resource from Morningstar. Morningstar values stocks by projecting the free cash flows of the companies, and discounting those free cash at a rate that r...
Sorted Weekly Tweets 24 Aug 2013 | 10:15 am
Obamacare Boehner Tells Caucus House Will Keep Fighting Health Law http://t.co/VZeSkA5Jrq If the company mandate is delayed, y not the individual 1 $$ Aug 24, 2013 California Health Exchange Migh...
On Avoiding Con Men 23 Aug 2013 | 09:23 am
I’ve written on this topic before, but I want to take a different angle of attack on it tonight. Before I do, I would like to give links to some of the things I have written on the topic: My continu...
Book Review: The One Thing 22 Aug 2013 | 11:10 am
Most of us don’t focus enough. We let important projects lag, while working on matters that are less important. This book takes the approach that you will do best if you block out the first four hou...
The Rules, Part XLIX 21 Aug 2013 | 09:09 am
In institutional portfolio management, the two hardest things to do are to buy higher than your last buy, and sell lower than your last sale. I’ll tell you about two former bosses that I had. They a...
The Fed Needs Valuation Actuaries (and More Steel in the Spine) 20 Aug 2013 | 10:24 am
I reviewed the following report from the Federal Reserve to Congress today, and found it disappointing. From my prior experience as an actuary, and the time that I spent on the asset-liability commit...
On Credit Quality in Life Insurance 18 Aug 2013 | 09:59 am
When I was 20+ years younger the new chief actuary of a subsidiary I was in came and told me his tale of woe. At a prior company he had worked for, the company had terminated the defined benefit pens...
Asset-Liability Management for Mutual Funds, and Others Like Them 18 Aug 2013 | 09:53 am
How much confidence do you have in your investments, mutual fund manager? How much cash do you hold? If you are very confident, maybe you should hold more cash. Confidence comes near market peaks. ...
Sorted Weekly Tweets 17 Aug 2013 | 10:09 pm
Companies & Industries Odyssey Hits Wall as Honda Redesigns Minivan to Ace Test http://t.co/6VyK2N2EcO $HMC goes all out to reduce crash injuries 4 2014 Odyssey $$ Aug 16, 2013 Fairholme Fund May...
