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Thursday, April 3, 2014

Jim Chanos on CNBC talking about the Slow Death of the PC

Jim Chanos was on CNBC today talking about the slow death of the PC industry. He is long the innovators like Apple and Samsung but is short HPQ, IBM, and the disk drive maker. He thinks they will lose out to the cloud movement - Google and Amazon even make their own servers. Over half of HPQ's cash flow is from factoring receivables which they only disclose in the footnotes and they changed management incentive to FCF. He is not short Microsoft since he thinks they are figuring out the cloud.

Jim Chanos - CAT Short is No Brainer

Jim Chanos on CNBC today talking about why his short in Caterpillar (CAT) is a no brainer as they are a derivative of the Chinese economy and will collapse with it.

Jim Chanos on CNBC

Jim Chanos was on CNBC today discussing how tough it is shorting and how Sotheby's (BID) is one of the best bubble indicators.

Tuesday, April 1, 2014

Michael Mauboussin AIC Keynote

Michael Mauboussin gave the keynote address at the recent 17th annual Credit Suisse Asian Investment Conference. His talk was about his recent book and how to untangle skill and luck in the business context. Its good stuff. Enjoy:

Wednesday, March 19, 2014

Joel Greenblatt on CNBC

Joel Greenblatt was on CNBC today. He surprisingly recommended buying a bucket of cheap tech stocks: AAPL, HPQ, etc. He thinks it comes down to valuing businesses and buying them at a discount. He thinks large caps have a much better valuation than small caps.

Monday, March 17, 2014

George Soros talking at the LSE

George Soros recently gave a talk at the LSE on the Tragedy of the European Union. Very shortly he is also releasing a book, which has the same title. Basically he thinks the EU is a mess and will eventually be broken apart. Enjoy: