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Second-guessing Ackman’s $HLF Herbalife short
Short Selling by Mark Carter 19th Dec '12 · 0 comments · 1022 reads · 0 votes
Short Selling by Mark Carter 19th Dec '12 · 0 comments · 1022 reads · 0 votes
"I just heard that Ackman has shorted $HLF (Herbalife) – a company that I hadn’t heard about until today. He will publish his short thesis tomorrow, So, since I’m such an Ackman fan (OK, Bill Ackman is…"
Fenner: 10th September 13 update: Reassuring trading statement; needs upgrades but these are likely!
LON:FENR by johnrosier 10th Apr '13 · 11 comments · 9534 reads · 3 votes
LON:FENR by johnrosier 10th Apr '13 · 11 comments · 9534 reads · 3 votes
"Fenner (370p and 3% of JIC portfolio): I have bought a holding in Fenner today. I have held the shares in the JIC portfolio before but sold out last May at 400.2p. Since the pre-close trading statemen…"
Weekend Reading 1 May
linkfest by Ben Hobson 1st May '15 · 0 comments · 9006 reads · 1 vote
linkfest by Ben Hobson 1st May '15 · 0 comments · 9006 reads · 1 vote
"Value investing is a subject that has generated reams of research and intellectual debate in the decades since Ben Graham and David Dodd wrote Security Analysis in 1934. Earlier this month, researcher…"
Magic hat portfolio: MCGN in, XCH out
LON:APTD by Mark Carter 2nd Jul '15 · 2 comments · 6766 reads · 5 votes
LON:APTD by Mark Carter 2nd Jul '15 · 2 comments · 6766 reads · 5 votes
"My Magic Hat fantasy fund, which is mostly mechanical, is on Stockopedia: http://www.stockopedia.com/fantasy-funds/magic-hat-463/ Its goal is too achieve above capital returns greater than the FTSE350…"
Market Musings 240224: a momentum market, for now
Learning to Invest by Edmund Shing 24th Feb '24 · 2 comments · 1432 reads · 71 votes
Learning to Invest by Edmund Shing 24th Feb '24 · 2 comments · 1432 reads · 71 votes
"Market Musings 240224: a momentum market, for nowPodcast - The Fed should be more patient
January US inflation figures were stronger than expected. What are the consequences? Edouard Desbonnets, and G…"
The Week Ahead: 31 March - 4 April
Miscellaneous by Megan Boxall 27th Mar · 6 comments · 1147 reads · 49 votes
Miscellaneous by Megan Boxall 27th Mar · 6 comments · 1147 reads · 49 votes
"Another week of economic to-ing and fro-ing has resulted in more disruption to both the domestic and international markets.
On Wednesday, Chancellor Rachel Reeves set out her modest tweaks to spendin…"
