June 2015

When Everyone’s Watching

“It takes twenty years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” Buffett The S&P 500 just experienced its first negative two percent day since October 2014, when Ebola was the crisis du jour. Today, all but five of the S&P 500 stocks were…

With All Due Respect, Mr. Icahn

Carl Icahn is a brilliant investor with a proven history of delivering excellent returns. In fact, he just rode Netflix from the high fifties all the way to seven-hundred bucks a share in just under three years; an annualized return of around 130%! Icahn took over a major airline when I was literally in diapers…