Monthly Archives: March 2011

Japan- Opportunity for the Careful

Many investors I admire are starting to focus all their energies on Japan, and for good reason. Never before have I encountered such bizarre circumstances regarding the economics of an entire¬†country worth of businesses. It seems the profit motive in … Continue reading

Posted in Commentary, Japan | Leave a comment

Buffett’s Retained Earnings Test

Warren Buffett uses his retained earning test, where he looks for every $1 of retained earnings to become at least $1 market value.¬† This is a novel idea, basically saying that a business should be wary of the returns on … Continue reading

Posted in Investment Principles | Tagged , , | Leave a comment

Noble Update: I’m Excited!

Noble recently released their Annual Report (including the shareholder letter), a transcript of their conference call, and their latest proxy statement. Here’s what I gleaned from each:   Proxy: Only thing really was the increase in David Williams total compensation … Continue reading

Posted in Noble Corp, Stock Updates | 4 Comments

Many Updates & Apologies!

For the few of you who read my blog, I apologize for the recent lack of activity. I’ve been keeping myself very busy with a whole slew of investment projects, many of which are close to fruition. Here are the … Continue reading

Posted in Aeropostale, Cybex International, H&R Block, Noble Corp, Special Situation Investing, Stock Updates | Leave a comment