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What We’re Reading this Morning — July 18, 2014

Friday, July 18th, 2014 5395824572_413c638fbb_z

A few picks from around the web.

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What We’re Reading this Morning — July 17, 2014

Thursday, July 17th, 2014 5395824572_413c638fbb_z

A few picks from around the web.

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How are These 19th Century Companies Doing Today?

Monday, July 7th, 2014 5416212814_0f9862728e_m

Trading stocks sometimes feels like a very modern phenomenon, so it’s easy to forget that some of the companies we’re investing in go back a century or more.

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Barron’s Features Our Long & Short Ideas: AOL, DNKN, LNKD, NFLX, etc.

Thursday, June 26th, 2014 Screen shot 2014-04-26 at 11.03.21 AM

See recent articles from Barron’s that feature our diligence on individual stocks.

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FASB Changes Standard For Revenue Recognition

Friday, May 30th, 2014 imgres

The Financial Accounting Standards Board (FASB) issued a new set of standards for revenue recognition along with the International Accounting Standards Board (IASB) on Wednesday.

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The Bidding War For Hillshire Is Bad For Investors

Thursday, May 29th, 2014 imgres

Incentive plans that encourage executives to chase short-term growth at the expense of healthy capital allocation make this sort of irrational behavior not just possible, but inevitable.

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How To Avoid Wall Street Groupthink

Friday, May 23rd, 2014 Wall_Street_&_Broadway

Doing your own fundamental analysis can be hard work, but it is worth it. Listening to the buzz on Wall Street only tells you what has outperformed, doing your own research can tell you what will outperform.

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Winners and Losers In AT&T’s Acquisition of DirecTV

Tuesday, May 20th, 2014 7123134725_63ce10be31_m

After a few weeks of rumors, on Sunday AT&T (T) confirmed its $95/share offer for DirecTV (DTV). The deal will be part stock and part cash, and is expected to close within 12 months if the deal meets regulatory approval.

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Danger Zone: Value Investors

Tuesday, April 1st, 2014 7827785878_34859830a8_m

Check out this week’s Danger Zone Interview with Chuck Jaffe of Money Life and MarketWatch.com.
Value investors are in the… Read more >>

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Our Outlook For Stocks in 2014

Thursday, January 30th, 2014 7536509722_78205b5e70

The bull market received a bit of a scare last week as the S&P 500 fell almost 3%, the biggest… Read more >>

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New Constructs Integrates with FA today, Bringing Diligence to 200,000+ Advisors

Wednesday, December 11th, 2013 New Constructs Integrates with FA today, Bringing Diligence to 200,000+ Advisors

Together with FA today we can help more investors protect their portfolios from blow-ups and get the diligence they need to fulfill fiduciary responsibilities and run their practices more efficiently.

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Danger Zone: Momentum Investors and the Financial Sector

Tuesday, November 26th, 2013 DZ_Fig1

As regulators dole out punishments that fit the crimes, they are finally closing many of the illegal trading loopholes that have driven so much of Wall Street profits over the past decade.

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Danger Zone 11/4/13: XBRL (eXtensible Business Reporting Language)

Monday, November 4th, 2013 Screen shot 2013-11-03 at 11.53.47 PM

The potential utility of XBRL as a tool for regulators to fight fraud and investors to better analyze companies makes its numerous flaws that much more of a shame. I can only hope that the SEC realizes the value of XBRL and makes a commitment to ensuring the accuracy and validity of XBRL data.

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“Why Wall Street Hates Admitting Wrongdoing”

Friday, November 1st, 2013 Donde_el_dinero_ficticio_se_hace_real_(4432386300)

Any admission of guilt exposes the guilty party to liabilities for offenses against other parties.

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My Presentation For Vanderbilt’s Managerial Studies Visiting Executive Program

Wednesday, October 30th, 2013 My Presentation For Vanderbilt’s Managerial Studies Visiting Executive Program

Today, I had the pleasure of meeting with a very smart and attentive group of Vanderbilt undergrads as part of the Managerial Studies Visiting Executive Program.

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Wall Street Journal Features My Advice on Dividend Stocks

Thursday, September 19th, 2013 Wall Street Journal Features My Advice on Dividend Stocks

Popular dividend stocks could be ticking time bombs.

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Danger Zone 9/16/13: E*Trade Babies

Monday, September 16th, 2013 DZ_Fig1

Online trading firms aim to exploit the gullibility of many retail investors by encouraging the myth that they can outperform professional money managers armed with vastly greater resources, experience and expertise. The E*Trade babies are the most glaring symbol of this myth. The symbol also reinforces the notion that investing is an easy task that takes no special effort or aptitude to succeed.

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Discussing FASB’s Lease Proposal

Tuesday, September 10th, 2013 Discussing FASB’s Lease Proposal

On August 27th, I met with my fellow members of the FASB’s Investor Advisory Committee (IAC) to discuss the proposed treatment of operating leases on the balance sheet by the Financial Accounting Standards Board (FASB).

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GURU and the Rise of Quality Holdings Research

Friday, August 9th, 2013 GURU and the Rise of Quality Holdings Research

The recent popularity of the Global X Top Guru Holdings Index ETF (GURU) is a testament to the fact that investors are realizing the importance of a fund’s holdings above all else.

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Meet Sharegate: Another Distribution Partner For New Constructs

Thursday, August 8th, 2013 logor-medium-white

New Constructs has joined Sharegate as an Elite Contributor. If you are unfamiliar, Sharegate is the investment industry’s newest financial social network. It has some new tools for communicating with companies, submitting investment analysis and interacting.

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