— Highlighted posts —

(Last edited September 5, 2014.)

Understanding industries

Mining – This blog has many posts on mining.  Start with these two:

Online advertising – Google, Facebook, etc. (post)

Oil and gas

Enterprise storage

Film and video technology

Semiconductors (manufacturers and design companies)

Drybulk shipping and offshore drilling

Market makers, exchanges, and brokerages (KCG, IBKR, etc.)

Subprime auto lending

General investing

My investing mistakes

Reading financials

Spotting fraud

Short selling

Understanding options

John Malone – I have a multipart series on John Malone.  Start with part 1.


Highlighted writeups are on the column to the right of this post.

I do not highlight writeups for my short positions.  My writeups for short positions may be a little weird because I am trying to be careful not to say anything that I cannot prove to be true.


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